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M*'s The Long View: Guest: Charles de Vaulx, Manager, IVA International & IVA Worldwide: Podcast

FYI: Our guest on the podcast this week is Charles de Vaulx. De Vaulx is chief investment officer and portfolio manager at International Value Advisers, where he is also a partner. With his colleague Chuck de Lardemelle, de Vaulx manages the IVA International and IVA Worldwide strategies. Before forming IVA in 2008, de Vaulx was the portfolio manager of First Eagle Global, First Eagle Overseas, First Eagle U.S. Value, and First Eagle Variable. For his accomplishments, Morningstar has recognized de Vaulx and his comanager de Lardemelle several times in the past, awarding them our International-Stock Manager of the Year Award in 2001 and nominating them for the same award in 2006. De Vaulx began his career at Societe Generale Bank as a credit analyst in 1985. He graduated from the Ecole Superieure de Commerce de Rouen and holds the French equivalent of a master's degree in finance.
Regards,
Ted
https://www.morningstar.com/podcasts/the-long-view/30

Comments

  • Good interview. Only thing missing is a more detailed analysis of technology's impact on value stocks and growth stocks. Touches upon it, but not enough. Otherwise, some very interesting analysis.
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