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MFWire: Third Avenue Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Third Avenue Management
622 Third Avenue
32nd Floor
New York, NY  10017
Google Maps

Contact
Main Phone: 212-888-5222
Web Site: http://www.thirdavenuefunds.com/TA/index.aspx

Mutual Fund Brand(s)
Third Avenue Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Third Avenue Management is a boutique shop founded by the late value fund guru Marty Whitman and backed by publicly-traded asset manager acquirer Affiliated Managers Group [profile].

    Whitman launched the Third Avenue Value Fund in 1990 to act as a successor fund to the Equity Strategies Fund, a closed-end mutual fund advised by EQSF Advisers, Inc. Whitman made the change when Equity Strategies lost its diversification status after a position in the closed-end fund appreciated significantly. He formed Third Avenue Management LLC in 2002 in advance of the sale to AMG.

    Whitman's investment strategy is in part based on his experience as an investment banker, expert witness for shareholder litigation, and turnaround specialist for bankrupt companies.

    Since 1995 Third Avenue has launched four more mutual funds: the Third Avenue Small-Cap Value Fund, the Third Avenue Real Estate Value Fund, the Third Avenue International Value Fund and the Third Avenue Focused Credit Fund. Third Avenue also sub-advises investment products for other shops.

    In January 2010, 85-year old founder Marty Whitman announced plans to step down as co-chief investment officer, with Curtis Jensen becoming the sole CIO. David Resnick subsequently took the president and CIO post. In December 2015, then-CEO David Barse left Third Avenue after 24 years in the top job. His departure came after the value manager took extraordinary measures for a bleeding fund, barring redemptions as it began a gradual liquidation plan.
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    Key People:
    David Resnick
    President, Chief Investment Officer, Third Avenue Management
    Joseph Reardon
    Chief Compliance Officer, Third Avenue Funds
    Vincent Dugan
    Chief Financial Officer and Chief Operating Officer, Third Avenue Funds
    Tom Gandolfo
    Chief Risk Officer, Third Avenue Management
    Joanne Jaffin Mason
    Director of Marketing, Third Avenue Funds
    W. Hall
    General Counsel and Secretary, Third Avenue Management
    Story Archive for Third Avenue Management
    Published On Story Headline Publication
    10/16/2019 A Global Equity Shop Three-Peats MFWire.com
    4/18/2018 A Value Fund Entrepreneur Dies at 93 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    10/3/2017 Follow the Fundsters - October 3, 2017 MFWire.com
    9/21/2017 Filings For Fundsters - September 21, 2017 MFWire.com
    7/5/2017 GlobalX, Angel Oak, and IndexIQ Climb the Ranks! MFWire.com
    11/23/2016 Follow the Fundsters - November 23, 2016 MFWire.com
    10/13/2016 Filings for Fundsters - October 13, 2016 MFWire.com
    4/18/2016 Third Avenue Takes Its Online Presence Up a Notch MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    2/4/2016 Healey Downplays Third Avenue's Class-Action Woes MFWire.com
    1/25/2016 Third Avenue's First Focused Credit Rescue Collapsed 13 Months Before the Fall MFWire.com
    1/19/2016 Class-Action Lawyers Attack Third Avenue MFWire.com
    1/15/2016 Are You the Next Third Avenue? The SEC Wants to Know MFWire.com
    1/5/2016 American Century Drops an Alt Income Subadvisor MFWire.com
    12/24/2015 Barse Turned to a PE Savior; Third Avenue Said No MFWire.com
    12/22/2015 Is This the End For Third Avenue and Its Triple-C Cowboys? MFWire.com
    12/17/2015 The SEC Blesses Third Avenue's Revised FCF Shutdown Plan MFWire.com
    12/16/2015 Was Last Week Just the Latest Straw For Third Avenue? MFWire.com
    12/15/2015 Will Galvin or the SEC Go After Third Avenue? MFWire.com
    12/14/2015 After Barring a Fund's Exit, a Veteran CEO Exits MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/27/2015 And the Winners Are ... Empower, Vanguard, and Many More MFWire.com
    1/6/2014 Kinnel Dubs 2013's Top 11 MFWire.com
    1/2/2014 Morningstar Downgrades Four Funds MFWire.com
    4/8/2013 For Mutual Funds, Value is in the Eye of the Beholder MFWire.com
    2/26/2013 Value Boutique Seeks Salesperson for New York MFWire.com
    12/31/2012 American Funds, Fairholme and Fido Surprise M* MFWire.com
    9/12/2012 Resnick Becomes Prez of Third Avenue MFWire.com
    6/22/2012 Three Influential Funds, Three New Bosses MFWire.com
    6/20/2012 Who Makes Best Use of Their Shareholder Letters? MFWire.com
    2/17/2012 Third Avenue Invests in an Ex-U.S. Treasury Top Dog MFWire.com
    2/13/2012 Third Ave.'s Founder Takes Another Step Back MFWire.com
    12/27/2011 Third Avenue Adds a Fine Co-PM to a $1.3B Fund MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    7/22/2011 Third Avenue Creates a Chief Risk Officer Role MFWire.com
    3/21/2011 Morningstar Gives Props to Four Small Cap Funds MFWire.com
    3/15/2011 Managers Rant About Quality, Imbalances and Bailouts MFWire.com
    12/28/2010 For Fund Firms in Blizzard-Hit Areas, The Lights are On MFWire.com
    12/15/2010 Lapointe Becomes the Sole PM of a Billion-Dollar Third Avenue Fund MFWire.com
    11/5/2010 Milestone Has Marty Whitman Reminiscing MFWire.com
    11/1/2010 Whitman is 'Very Concerned' About Short Sellers MFWire.com
    9/2/2010 The WSJ Tours Real Estate Funds MFWire.com
    1/4/2010 Third Avenue's Whitman to Step Down as Co-CIO MFWire.com
    11/9/2009 AMG Tests the Waters in China MFWire.com
    10/16/2009 Third Avenue Chief Warns Fundsters: Brace for More Regulatory Scrutiny MFWire.com
    8/27/2009 Judge Rolls a Dozen Reserve Primary Suits into One MFWire.com
    7/17/2009 Marty Whitman Gets a Co-Manager for Third Avenue Value MFWire.com
    6/25/2009 An Advisor, a Fundster and a Marketer Lead a Reborn Alliance MFWire.com
    6/5/2009 Winters' Activist Approach Catches Morningstar's Eye MFWire.com
    6/1/2009 Third Avenue Expands its Staff and Fund Lineup MFWire.com
    5/29/2009 Morningstar '09: PMs Show More Confidence MFWire.com
    5/27/2009 Morningstar Analyst Calls for Fund Industry Message Change MFWire.com
    5/20/2009 An Asset Manager Fills its First DC I-O Post 401kWire.com
    5/20/2009 Third Avenue Adds Two Institutional Sales Vets MFWire.com
    5/12/2009 A Big Apple Fund Firm Hires a Sales Chief MFWire.com
    5/12/2009 Contrarians Bounce Back MFWire.com
    4/27/2009 An Ex-Employee Admits He Threatened to Hack a Fund Firm MFWire.com
    4/13/2009 Whitman Chats with Forbes MFWire.com
    4/7/2009 The MBIA Break-Up Perturbs a Fund Firm MFWire.com
    2/18/2009 A Pair of Fundsters Reboot RIA-Mutual Fund Connections MFWire.com
    1/29/2009 $3.29 Billion Flowed Out of AMG in Q4 MFWire.com
    12/11/2008 SmartMoney Puts Reopened Funds in the Spotlight MFWire.com
    11/20/2008 Pimco, Third Avenue Moves Attract WSJ Attention MFWire.com
    11/17/2008 A Fundster Breaks Into a Top Ten List for Pay MFWire.com
    11/12/2008 Tech Guy Bites the Fund Hand That Fired Him MFWire.com
    9/24/2008 The Reserve Faces Another Suit MFWire.com
    8/5/2008 Third Avenue Buys into Distress MFWire.com
    5/14/2008 Another Reopening Gets Fund Track Space MFWire.com
    4/21/2008 Seeing a Rebound on the Horizon, Advisors Look to Domestic Funds MFWire.com
    2/26/2008 WSJ Takes a Close Look at Reopened Funds MFWire.com
    10/8/2007 Litman/Gregory Selects Sub-Adviser for Re-Opened Fund MFWire.com
    4/24/2007 Evergreen Lures Star Portfolio Manager MFWire.com
    6/21/2006 An Avenue Re-Opens to Real Estate Investors MFWire.com
    3/10/2006 Rising Cash Levels Not a Market Call MFWire.com
    9/2/2005 Little Known Funds Among Nation's Best MFWire.com
    4/27/2005 AMG's Mutual Funds Drive Increase in AUM MFWire.com
    2/15/2005 Robeco Rebrands MFWire.com
    12/13/2004 Dodge & Cox Take Early Lead in Manager Poll MFWire.com
    8/30/2004 Third Ave Finds New CFO MFWire.com
    5/7/2004 RFPs Reported This Week 401kWire.com
    4/16/2004 Arnott and AMG Butt Heads MFWire.com
    7/7/2003 Pioneer Seeks Acquisition Targets MFWire.com
    7/25/2002 AMG Beats Mark MFWire.com
    6/28/2002 Manager Lets Loose MFWire.com
    6/10/2002 Annuities for RIAs MFWire.com
    5/22/2002 AMG Growing Large MFWire.com
    4/16/2002 Bank Offloads TPA Affiliate 401kWire.com
    10/11/2001 Third Ave to Get Fourth Fund MFWire.com
    3/14/2000 Odd Lots, March 14, 2000 MFWire.com
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