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.