PREMIUM: DE VAULX

INVESTMENT CHALLENGE

Veteran value fund manager, IVA Advisers’ Charles de Vaulx explains why he has nearly 40% of his portfolios in cash.

WEALTHTRACK Episode #1331; Originally Broadcast on January 20, 2017
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CHARLES DE VAULX

• Chief Investment Officer,
• International Value Advisers, LLC

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CONSIDER THE VALUABLE ROLE CASH CAN PLAY IN YOUR PORTFOLIO

No Bookshelf titles this week.

DE VAULX

Valuable Japanese Pharmaceutical

• Astellas Pharma Inc ADR (ALPMY)
• Stock price: $13.53
• 52-week range: $12.50-19.40 (as of 1/18/17)

Astellas Pharma Inc ADR (ALPMY)

ALPMY data by YCharts

Bolloré SA (BOIVF)

BOIVF data by YCharts

Sodexo SA ADR (SDXAY)

SDXAY data by YCharts

Nestlé SA ADR (NSRGY)

NSRGY data by YCharts

Expediters International of Washington, Inc. (EXPD)

EXPD data by YCharts

Download the transcript included in the WEALTHTRACK PREMIUM subscription here. [pdf]

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This is Charles de Vaulx first appearance on WEALTHTRACK.

EXTREME DISRUPTION

International Value Advisers’ is holding nearly 40% of its portfolios in cash. Why are they taking such an extreme position in both their IVA Worldwide and IVA International Funds? Portfolio manager Charles de Vaulx says in his more than 30 year investment career he has never seen so much disruption in so many industries.