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The Acquirers Podcast
Undervalued auto OEM and offshore energy with Matthew Fine, Portfolio Manager Third Avenue | S06 E41
Nov 11, 2024
Matthew Fine, a seasoned portfolio manager at Third Avenue Value Fund, dives deep into value investing strategies honed since the dot-com bubble. He discusses navigating the complexities of changing markets, emphasizing financial stability and corporate governance. Fine elaborates on Third Avenue's contrarian approach, uncovering undervalued opportunities in the auto sector amidst shifting dynamics, especially with electric vehicles. The conversation also sheds light on the offshore energy market's current challenges, providing insights into future investment possibilities.
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Quick takeaways
- Matthew Fine emphasizes the enduring value of fundamental investing principles amid market fluctuations and technological distractions since the early 2000s.
- The Third Avenue Value Fund's strategy highlights the importance of financial stability and quality assets, particularly in a rising interest rate environment.
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