High Conviction, High Active Share
Third Avenue takes an unconstrained investment approach and pursues opportunities across market capitalizations and geographies. Our core strategies focus on our highest conviction ideas (typically outside common benchmarks) and capitalizing on value opportunities across market cycles. High conviction ideas are generated from combined investment insight and cross-strategy due diligence process. Strategy teams discuss potential and existing ideas and portfolio developments daily.
Value-oriented. Eclectic. Opportunistic.
Chip Rewey, CFA | Lead Portfolio Manager
Vic Cunningham, CFA | Portfolio Manager
Yang Lie | Portfolio Manager
Our flagship mutual fund strategy was launched in 1990 under the leadership of Martin J. Whitman. The high conviction strategy seeks to invest in undervalued securities across industries, regions and market capitalizations. Our fundamental analysis seeks to identify stocks trading below their intrinsic value that compound asset values at double digit rates.
An uncommon approach to global real estate investing.
Michael Winer | Lead Portfolio Manager
Jason Wolf, CFA | Lead Portfolio Manager
Ryan Dobratz, CFA | Lead Portfolio Manager
Our value-oriented real estate strategy seeks long-term capital appreciation by investing globally across an expansive universe that includes both real estate and real estate-related securities worldwide and across the capital structure.