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

The Acquirers Podcast

CHAPTER

Navigating Value Investing in Changing Markets

This chapter explores the historical performance and investment philosophy of the Third Avenue Value Fund amid fluctuating interest rate environments. It discusses the significance of financial stability, corporate governance, and the impact of asset allocation on stock valuations, particularly with regard to passive versus active management. Key insights are provided into the challenges and dynamics of value investing, highlighting the importance of investments in well-financed, undervalued companies.

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