3min chapter

The Acquirers Podcast cover image

Undervalued auto OEM and offshore energy with Matthew Fine, Portfolio Manager Third Avenue | S06 E41

The Acquirers Podcast

CHAPTER

Investment Strategies and Team Dynamics at Third Avenue

This chapter explores the investment methodology at Third Avenue, emphasizing the unique structure of their value fund and the role of the dedicated portfolio manager and analysts. It also highlights their contrarian approach to identifying undervalued businesses and the importance of conservative asset valuation in their research efforts.

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