Several Medalist funds are holding large cash stakes, giving U.S. stocks a wide berth.
After a nasty 25-year bear market, Japan is still far cheaper than both U.S. and European equities, despite its huge rally, says IVA CIO and portfolio manager Charles de Vaulx.
The love fest with Vanguard Wellington and Wellesley Income continues, but Berkshire Hathaway and J&J have their backers, too.
Pickings are slim, so consider building your own.
Three years after departing First Eagle, Charles de Vaulx and company are thriving on their own.
There may be a new regime, but it's awfully familiar.
Despite gold's sharp increase in price compared with past valuations, owning the commodity is not a mainstream trend yet, says IVA's Charles de Vaulx.
And have they been good buys?
Their other funds have billions, but their newer portfolios have far less.
Plus, PIMCO fee cuts coming, IVA Worldwide closes, and more.