

Victor Cunningham
Third Avenue's Small-Cap Value Portfolio Manager
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May 8, 2024 • 1h 3min
Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham
Victor Cunningham from Third Avenue discusses their concentrated 23 equity holdings approach, influenced by Marty Whitman. They emphasize valuing businesses based on components, seeking undervalued growth, strong balance sheets, and competent management. Insights on managing small companies, fee structures, Berkshire meeting dynamics, long-term strategies, joy in investing process, Marty's dedication, and small vs. large cap opportunities.