May 8, 2023
Global Value

Matthew Fine, Portfolio Manager of the Third Avenue Value Fund featured in Barron’s

Key takeaways Include:

  • Taking the Value Fund back to its traditional, fundamental, deep-value, contrarian approach originally conceived by the late Marty Whitman
  • Identifying investment opportunities where the pessimism has become excessive or irrational
  • Purchase securities at a substantial discount to what we believe to be conservative estimates of a company’s net asset value
  • Investment thesis for Tidewater, Bank of Ireland, Warrior Met Coal and Capstone Copper
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