- Third Avenue Management is a New York City-based asset manager founded in 1986 that utilizes a disciplined, value-oriented, and asset-based approach to investing in publicly traded securities.
- Recognizing that security prices can fluctuate from quarter-to- quarter, and that true value-oriented investments can oftentimes take years to materialize, Fund Management maintains the view that the Fund’s long-term results are the most relevant gauge of performance.
- It was clear that there were four prominent “macro” themes on the top of mind for most industry participants, with some less conspicuous “micro” implications for key Fund holdings.
For further details see:
Third Avenue Real Estate Value Fund's Portolio Manager Commentary Q1 2022