November 7, 2022
Global Value

The Evolutionary Pressures and Re-emergence of Value Investing

Key takeaways include:

  • Third Avenue’s Investment Philosophy
  • Flows into growth strategies and how these have impacted value managers
  • Special Situation opportunities
  • Market shift from growth to value investing
  • U.S. small-cap opportunities, potential for outsized future returns?
  • Key areas we are finding interesting right now
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