The Acquirers Podcast cover image

Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham

The Acquirers Podcast

00:00

Introduction

Join Victor Cunningham from Third Avenue as he discusses their concentrated portfolio approach of 23 equity holdings, rooted in fundamental investing principles rather than speculation. Dive into their strategy influenced by Marty Whitman, prioritizing well-capitalized businesses and innovative valuation techniques beyond conventional metrics like PE ratios.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app