International Value Advisers, LLC

International Value Advisers, LLC
Last update 2021-02-16 21 Stocks (0 new)
Value $615.00 Mil Turnover 0 %
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International Value Advisers, LLC Profile

International Value Advisers, LLC is an investment management firm based out of New York City. The company was established in 2007 by Charles De Vaulx, who remains with the company today acting as its CIO, and other founding members. International Value Advisers would grow from its inception to now have 44 employees of which 9 are investment professionals. The company conducts its research internally and utilizes a fundamental methodology with a bottom up investment approach. International Value Advisers invests in the fixed income and public equity markets on a global scale, locating quality businesses that are trading at a discount to their intrinsic value. The company invests most heavily in the information technology sector, which alone makes up over a third of its total asset allocations, and also invests in the finance, consumer discretionary, energy, transports, materials, and consumer staples sectors, among others to a lesser degree, in order of decreasing allocation. The firm’s top holding in Berkshire Hathaway Inc. Class A alone makes up over 11% of its total holdings and the company has a turnover rate of approximately 16.7%. International Value Advisers holds over $20.5 billion in total assets under management spread across 19 accounts, all of which are discretionary accounts. Both of the company’s total number of accounts and total assets under management have been increasing in recent years with its total assets under management growing significantly from just over $1 billion to well over 20 times that amount today. International Value Advisers mainly caters to pension and profit sharing plans, which alone makes up over a third of its entire client base, and also caters to investment companies, pooled investment vehicles, corporations, charities, and state or municipal entities, in order of decreasing clientele. The company currently offers its IVA Worldwide Fund and IVA International Fund in its family of mutual funds.
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