Interesting things here is that 40% of the Third Avenue Value Fund (TAVFX) is now investing in Hong Kong
Marty Whitman Q2 Shareholder Letter
Disclosure (“none” means no position):
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Interesting things here is that 40% of the Third Avenue Value Fund (TAVFX) is now investing in Hong Kong
Marty Whitman Q2 Shareholder Letter
Disclosure (“none” means no position):
One reply on “Marty Whitman Q2 Letter”
Also very interesting their investment in insurance companies and the process they went to buy them. Also remarkable is the impact of redemptions in the small caps fund.