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Third Avenue Value Fund Institutional Class (TAVFX)

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71,81 +0,22    +0,31%
31/05 - Zamknięty. Wartość w USD ( Zastrzeżenie )
Typ:  Fundusz
Emitent:  Third Avenue
Klasa aktywu:  Akcja
  • Ocena firmy Morningstar:
  • Aktywa ogółem: 786,46M
Third Avenue Value Instl 71,81 +0,22 +0,31%

Przegląd TAVFX

 
Na tej stronie znajdziesz szczegółowy profil Third Avenue Value Fund Institutional Class. Uzyskaj informacje m.in. o kluczowych członkach kierownictwa, sumie aktywów, strategii inwestycyjnej i danych kontaktowych TAVFX.
Kategoria

World Small/Mid Stock

Aktywa ogółem

786,46M

Koszty

1,20%

Data utworzenia

33178

Informacje kontaktowe

Adres 622 Third Avenue, 32nd Floor
New York,NY 10017
United States
Telefon +1 8004431021

Kierownictwo najwyższego szczebla

Nazwa Tytuł Od Do
Matthew Fine Portfolio Manager/Senior Research Analyst 2017 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.
Michael Fineman Founding Member/Partner 2017 2020
Biografia Prior to rejoining Third Avenue in 2017, Mr. Fineman spent eight years with Third Avenue as an analyst, and Portfolio Manager of the Third Avenue Special Situations Fund, L.P. until his departure March 2014. The Special Situations Fund was a private fund focused on equity and credit investment opportunities across the globe. Mr. Fineman has approximately 28 years of experience investing in equity and debt securities both public and private. Prior to his return to Third Avenue, he was a founding partner of Warren Hall Capital, a private equity and direct lending platform. Prior to 2006, Mr. Fineman was a distressed equity and credit analyst for Sanno Point Capital Management. He had previously worked in the Investment Banking and Restructuring Advisory Services division of Ernst & Young (since acquired by Macquarie Group) where he led corporate restructurings and reorganizations for debtors and creditors. He has ten years' experience as a sell side research analyst for Goldman Sachs, Alex Brown and Raymond James. Mr. Fineman is currently a Director of Ideal Standard International and has held other board positions, including Director of Liberty Tire Recycling. Mr. Fineman has participated on many ad-hoc creditors’ committees, including LandSource Communities LLC, U.S. Shipping, Grant Forest Products, Building Materials Holding Corporation, Home Products International, and Collins and Aikman. Mr. Fineman has an M.B.A. from Columbia Business School and a B.S. in Business Administration with honors from the University of Delaware. He is a CFA Charterholder, a Certified Financial Planner professional, a member of the New York Society of Security Analysts and holds a certification in Distressed Business Valuation.
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. "
Yang Lie Senior Portfolio Manager 2013 2017
Biografia "Ms. Lie is a Portfolio Manager for the Third Avenue Value Fund, Third Avenue Value Fund UCITS, Third Avenue Variable Series Trust and sub-advised portfolios. She joined Third Avenue in 1996 and helped develop the firm's high net worth and institutional separate account business. Previously she was an equity analyst at Prudential Securities where she covered technology and imaging stocks. Ms. Lie began her career at Motorola where she managed a team of software engineers and developed both software and hardware components for encryption key management systems. "
Victor Cunningham Lead Portfolio Manager 2013 2016
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.
Michael R. Lehmann Portfolio Manager 2013 2015
Biografia Mr. Lehmann is a Portfolio Manager for the Third Avenue Value Fund. He helped to introduce and develop Third Avenue's Value Equity Separate Accounts when he joined the firm in 1998. He manages concentrated portfolios made up of the highest conviction stocks from Third Avenue's value equity, small cap, real estate and international strategies. Mr. Lehmann is also a Portfolio Manager for the Third Avenue Value Fund UCITS, Third Avenue Variable Series Trust and Third Avenue’s private, institutional and sub-advised portfolios.
Ian Lapey equity analyst 2009 2014
Biografia Mr. Ian Lapey was most recently a Research Analyst and Partner at Moerus Capital Management LLC. Prior to joining Moerus, he was a Partner, Research Analyst, and Portfolio Manager at Third Avenue Management. Prior to joining Third Avenue in 2001, Mr. Lapey held equity research analyst positions at Credit Suisse First Boston and Salomon Brothers. Mr. Lapey holds a B.A. in Economics from Williams College, a Masters in Accounting from Northeastern University, and an M.B.A. in Finance and Statistics from the Stern School of Business at New York University.
Martin J. Whitman Analyst 1990 2012
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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