December 14, 2022
Global Value

Value Investor Insight November 2022 Issue

Key takeaways include:

  • Negativity in the United Kingdom and wide gaps in share price and estimated intrinsic value have created bottom-up investment opportunities for the Third Avenue Value Fund
  • Portfolio exposure to the UK has grown from zero at the beginning of 2022 to above 10% at the time of this interview
  • New investments in the UK include Ashmore Group, S4 Capital and easyJet
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