Anybody started following IVA Worldwide? Most of the firm came from First Eagle two years ago. Their strategy is pretty much the same as First Eagle Global and First Eagle Overseas (their other fund). They only have 1.5 years of history, but their philosophy/holdings/results look earily similar to First Eagle Global. But with a lot fewer assets and a "fresh start", this might be a fund to watch.
Apr 20, 2010 2:18 pm