IVA Worldwide Fund Class A
IVA Worldwide Fund Class A
Your view on IVWAX
Overview
What the company does, where it operates, and who runs it.
About IVA Worldwide Fund Class A
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 717 Fifth Avenue, 10th Floor, New York, NY, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 717 Fifth Avenue, 10th Floor, New York, NY, US
The IVA Worldwide Fund Class A aims to achieve sustained capital appreciation over the long term. It accomplishes this by diversifying investments across a wide spectrum of securities and asset classes in global markets, including significant exposure to the U.S. Under typical market conditions, the fund is committed to investing at least 30% of its total assets in equity and debt instruments issued by foreign companies and governments, with the advisor generally aiming for an allocation of 40% or more to these international holdings. Its portfolio may encompass businesses situated in emerging economies – particularly in the Far East, Latin America, and Eastern Europe – as well as established enterprises operating in developed nations like the U.S., Canada, Japan, and Western Europe.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for IVA Worldwide Fund Class A, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for IVA Worldwide Fund Class A. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for IVA Worldwide Fund Class A. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for IVA Worldwide Fund Class A. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for IVA Worldwide Fund Class A. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
IVA Worldwide Fund Class A valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold IVA Worldwide Fund Class A, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by IVA Worldwide Fund Class A executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming IVA Worldwide Fund Class A. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming IVA Worldwide Fund Class A. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for IVA Worldwide Fund Class A. Press releases and market coverage, newest first.