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Third Avenue Small Cap Value Fund Institutional Class (TASCX)
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19,13
+0,03
+0,16%
18/02 - Dane opóźnione. Wartość w USD
- Ocena firmy Morningstar:
- Aktywa ogółem: 165,42M
Third Avenue Small Cap Value Instl
19,13
+0,03
+0,16%
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Przegląd TASCX
Na tej stronie znajdziesz szczegółowy profil Third Avenue Small Cap Value Fund Institutional Class. Uzyskaj informacje m.in. o kluczowych członkach kierownictwa, sumie aktywów, strategii inwestycyjnej i danych kontaktowych TASCX.
Informacje kontaktowe
Adres
622 Third Avenue, 32nd Floor
New York,NY 10017
United States
New York,NY 10017
United States
Telefon
+1 8004431021
Internet
www.thirdavenuefunds.com
Kierownictwo najwyższego szczebla
| Nazwa | Tytuł | Od | Do |
|---|---|---|---|
| Jason Wolf | Portfolio Manager | 2024 | Teraz |
| Biografia | Jason Wolf, CFA, joined Third Avenue in 2004. Mr. Wolf also serves as a member of Third Avenue’s Management Committee. Previously, Mr. Wolf was an analyst of U.S. real estate equity securities for European Investors Inc. and U.S. debt securities with Moody’s. Before joining Moody’s he worked in direct real estate investment and management at Viceroy Investments and Trammel Crow Realty Advisors in Dallas. Mr. Wolf has a B.B.A. in Finance and Real Estate from Southern Methodist University. He is a CFA Charterholder and is a member of the New York Society of Security Analysts. | ||
| Ryan Dobratz | - | 2024 | Teraz |
| Biografia | Mr. Dobratz is the Co-Lead Portfolio Manager of the Third Avenue Real Estate Value Fund and the Third Avenue Real Estate Value Fund UCITS. In this role, he is a five-time Lipper Fund Award recipient (2014-2018) and assists in overseeing Third Avenue’s Real Estate strategy including the Firm’s investments in real estate equities, debt, restructurings, and other special situations. He also serves as a member of Third Avenue’s Management Committee. Prior to joining Third Avenue in 2006, Mr. Dobratz was a research analyst at Morningstar where he was the primary analyst on several North American Real Estate Investment Trusts, real estate holding companies and homebuilders. Mr. Dobratz holds an M.B.A. with distinction and a B.S. with honors in Business Administration from the University of Missouri. He is a CFA© Charterholder, has studied at the Imperial College of Science & Technology in London, England, and is a member of the CFA Society of New York. Mr. Dobratz also serves on the Advisory Board of the Jeffrey E. Smith Institute of Real Estate & Capital Markets at the University of Missouri and frequently teaches classes on value investing and real estate securities including previous lectures at Columbia University, Fordham University, the University of Missouri, and the University of Texas. | ||
| Matthew Fine | Portfolio Manager/Senior Research Analyst | 2024 | Teraz |
| Biografia | Mr. Fine joined Third Avenue in 2000 and began working with Third Avenue’s international team in an effort to identify investment opportunities in the wake of the Argentine crisis of 2001. Mr. Fine has extensive global investment experience across developed and developing markets throughout North America, Latin America, Europe and Asia. Mr. Fine joined Third Avenue’s research and portfolio management team as a research associate, the first position typically held by Third Avenue’s internally developed talent. He became a senior research analyst in 2008, a principal of the firm in 2009 and lead portfolio manager of the Third Avenue International Value Fund in 2014. Mr. Fine holds a B.A. in Economics from Hamilton College. He is a CFA Charterholder, a member of the New York Society of Security Analysts and a member of the Board of Trustees of Suffield Academy. | ||
| Victor Cunningham | Lead Portfolio Manager | 2017 | 2024 |
| Biografia | Mr. Cunningham is a Portfolio Manager of the Third Avenue . Prior to rejoining Third Avenue in 2017, Mr. Cunningham was a portfolio manager with Third Avenue from 2013 to 2016. He initially joined Third Avenue in 2012. From 2005 to 2011, Mr. Cunningham was founder and owner of Lucid Asset Management, where he spent six years running his own long-only value fund catering to high net worth individuals and institutions. Prior to forming Lucid, Mr. Cunningham spent five years as the Research Director at Olstein Funds. | ||
| Evan Strain | Third Avenue Management | 2020 | 2021 |
| Biografia | Mr. Strain is the Co-Portfolio Manager of the Third Avenue Small-Cap Value Fund. He has been an analyst and portfolio manager working on the Small-Cap Strategy since 2011. Previously, Mr. Strain spent three years with Dorchester Management, a value-oriented hedge fund, where he conducted fundamental investment analysis on companies across industries and geographies. Mr. Strain holds a B.S. in Finance and Accounting from NYU Stern School of Business. He also studied international finance at the Maastricht University School of Business and Economics in the Netherlands. He is a CFA® Charterholder and is a member of the CFA Society of New York. | ||
| Robert L. Rewey | Team Leader | 2014 | 2017 |
| Biografia | "Mr. Rewey is the leader of Third Avenue’s Value and Small-Cap Teams, serving as the Lead Portfolio Manager for the Third Avenue Value and Small-Cap Value Funds. Before he joined Third Avenue, Mr. Rewey spent more than ten years at Cramer Rosenthal McGlynn, LLC as a Senior Vice President and Senior Portfolio Manager where he oversaw the firm’s smid, mid, large and all cap investment strategies. " | ||
| Tim Bui | Co-Manager | 2013 | 2017 |
| Biografia | Mr. Bui, who joined Third Avenue in 2012, focuses his research on smaller capitalization companies across industries, with particular expertise in energy, basic materials, industrials and financials. Previously, Mr. Bui served as portfolio manager at Stark Investments, where he co-managed a long-short U.S. equity fund. He was also a portfolio manager and analyst at Putnam Investments, where he covered several industry sectors including energy, basic materials, industrials, financials and utilities for Putnam’s small-mid cap funds. Mr. Bui holds a B.A. in Finance and an M.B.A. from the University of Texas at Austin. | ||
| Charles A. Page | Analyst | 2013 | 2014 |
| Biografia | Charles A. Page, CFA, is an analyst on the Artisan Partners International Value Team. In this role, he conducts fundamental research as a generalist. Prior to joining Artisan Partners in June 2017, Mr. Page was a senior analyst for Pax World Management where he conducted research as a generalist. Earlier in his career, he was a portfolio manager and senior research analyst at Third Avenue Management and an analyst at Citizens Advisers. Mr. Page holds bachelor’s degrees in economics and earth systems from Stanford University and a master’s degree in business administration (financial management track) from MIT Sloan School of Management. | ||
| Curtis R Jensen | Portfolio Manager | 1997 | 2014 |
| Biografia | Curtis Jensen is a portfolio manager focusing on a fundamentals-based strategy, grounded in primary research, to identify securities whose public market prices diverge significantly from a conservative estimate of intrinsic or economic value. Prior to joining Robotti & Company Advisors in 2016, Curtis was employed by Third Avenue Management in various roles from 1995 to 2014. Curtis oversaw that firm’s Small-Cap strategy and, from 2003 until 2009, he also served as Co-Chief Investment Officer, along with the firm’s founder, Martin Whitman, until being named sole CIO in January of 2010. Curtis was a member of the firm’s management and risk committees and oversaw the recruiting and mentoring of the firm’s research team. During his tenure at Third Avenue Curtis was a member of the nominating committee of the Board of Directors at Investor AB, Sweden’s leading industrial holding company. Curtis holds a BA in Economics from Williams College and an MBA from Yale University School of Management. | ||
| Martin J. Whitman | Analyst | 1997 | 2001 |
| Biografia | "Mr. Whitman has proven for more than 50 years that active, opportunistic investors can find under-priced securities in companies with strong balance sheets. He is also an adept control investor who has led the rehabilitations of Nabors Industries and Covanta Energy among others. In 2013 he received the Harvey R. Miller Outstanding Achievement Award for Service to the Restructuring Industry. In 1990, he was named Morningstar’s Mutual Fund Manager of the Year. After serving in the Navy during World War II and then attending college on the G.I. Bill, Mr. Whitman joined the ranks of Wall Street as an analyst at Shearson Hammill & Co. The Street’s simplistic analysis and focus on short term earnings was not for him. When he encountered a timber company rich with assets but with no visible earnings power he realized there was a better way. Later, while working at the family office of William Rosenwald, son of a founder of Sears Roebuck, he developed a risk aversion commensurate with the responsibility of managing another family’s legacy. His ability to find safety through the careful study of assets enabled him later to venture where other investors wouldn’t like the bankrupt Penn Central railroad or troubled utilities like Consumers Power Co. of Michigan and the Public Service Company of New Hampshire. Mr. Whitman founded the predecessor to the Third Avenue Funds in 1986 and M.J. Whitman, a full service broker-dealer affiliated with Third Avenue in 1974. He managed the flagship Third Avenue Value Fund since inception in 1990 through March 1, 2012. He was Third Avenue’s Chief Investment Officer from its founding through January 2010. For over 30 years, Mr. Whitman was a Distinguished Management Fellow at the Yale School of Management. He is also an honorary trustee at Syracuse University, his undergraduate alma mater and home to the Whitman School of Management. He is the author of The Aggressive Conservative Investor, Value Investing – A Balanced Approach, Distress Investing: Principles and Technique and, most recently, Modern Security Analysis: Understanding Wall Street Fundamentals, which he views as a modern successor text to the work of Benjamin Graham and David Dodd. He holds a master’s degree in Economics from The New School For Social Research and is a magna cum laude Syracuse graduate. Mr. Whitman is a board member at Tel Aviv University’s Institute for National Security Studies. He is a frequent speaker and commenter within the financial services community." | ||
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