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MFWire: Third Avenue Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Third Avenue Management
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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
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Background:
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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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Sponsored Opportunities
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Key People:
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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 |
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Story Archive for Third Avenue Management
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Published On
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Story Headline
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Publication |
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2/10/2020
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A Nine-Year Company Vet Returns to Third Avenue
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MFWire.com
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10/16/2019
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A Global Equity Shop Three-Peats
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MFWire.com
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4/18/2018
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A Value Fund Entrepreneur Dies at 93
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MFWire.com
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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MFWire.com
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10/3/2017
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Follow the Fundsters - October 3, 2017
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MFWire.com
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9/21/2017
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Filings For Fundsters - September 21, 2017
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MFWire.com
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7/5/2017
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GlobalX, Angel Oak, and IndexIQ Climb the Ranks!
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MFWire.com
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11/23/2016
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Follow the Fundsters - November 23, 2016
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MFWire.com
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10/13/2016
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Filings for Fundsters - October 13, 2016
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MFWire.com
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4/18/2016
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Third Avenue Takes Its Online Presence Up a Notch
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MFWire.com
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3/23/2016
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101 Fund Families Win in Gotham
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MFWire.com
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2/4/2016
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Healey Downplays Third Avenue's Class-Action Woes
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MFWire.com
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1/25/2016
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Third Avenue's First Focused Credit Rescue Collapsed 13 Months Before the Fall
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MFWire.com
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1/19/2016
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Class-Action Lawyers Attack Third Avenue
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MFWire.com
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1/15/2016
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Are You the Next Third Avenue? The SEC Wants to Know
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MFWire.com
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1/5/2016
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American Century Drops an Alt Income Subadvisor
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MFWire.com
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12/24/2015
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Barse Turned to a PE Savior; Third Avenue Said No
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MFWire.com
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12/22/2015
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Is This the End For Third Avenue and Its Triple-C Cowboys?
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MFWire.com
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12/17/2015
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The SEC Blesses Third Avenue's Revised FCF Shutdown Plan
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MFWire.com
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12/16/2015
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Was Last Week Just the Latest Straw For Third Avenue?
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MFWire.com
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12/15/2015
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Will Galvin or the SEC Go After Third Avenue?
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MFWire.com
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12/14/2015
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After Barring a Fund's Exit, a Veteran CEO Exits
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MFWire.com
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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MFWire.com
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3/27/2015
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And the Winners Are ... Empower, Vanguard, and Many More
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MFWire.com
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1/6/2014
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Kinnel Dubs 2013's Top 11
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MFWire.com
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1/2/2014
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Morningstar Downgrades Four Funds
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MFWire.com
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4/8/2013
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For Mutual Funds, Value is in the Eye of the Beholder
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MFWire.com
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2/26/2013
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Value Boutique Seeks Salesperson for New York
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MFWire.com
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12/31/2012
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American Funds, Fairholme and Fido Surprise M*
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MFWire.com
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9/12/2012
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Resnick Becomes Prez of Third Avenue
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MFWire.com
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6/22/2012
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Three Influential Funds, Three New Bosses
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MFWire.com
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6/20/2012
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Who Makes Best Use of Their Shareholder Letters?
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MFWire.com
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2/17/2012
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Third Avenue Invests in an Ex-U.S. Treasury Top Dog
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MFWire.com
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2/13/2012
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Third Ave.'s Founder Takes Another Step Back
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MFWire.com
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12/27/2011
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Third Avenue Adds a Fine Co-PM to a $1.3B Fund
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MFWire.com
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11/15/2011
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Vanguard Dominates Morningstar's New Ratings
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MFWire.com
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7/22/2011
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Third Avenue Creates a Chief Risk Officer Role
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MFWire.com
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3/21/2011
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Morningstar Gives Props to Four Small Cap Funds
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MFWire.com
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3/15/2011
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Managers Rant About Quality, Imbalances and Bailouts
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MFWire.com
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12/28/2010
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For Fund Firms in Blizzard-Hit Areas, The Lights are On
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MFWire.com
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12/15/2010
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Lapointe Becomes the Sole PM of a Billion-Dollar Third Avenue Fund
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MFWire.com
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11/5/2010
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Milestone Has Marty Whitman Reminiscing
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MFWire.com
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11/1/2010
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Whitman is 'Very Concerned' About Short Sellers
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MFWire.com
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9/2/2010
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The WSJ Tours Real Estate Funds
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MFWire.com
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1/4/2010
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Third Avenue's Whitman to Step Down as Co-CIO
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MFWire.com
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11/9/2009
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AMG Tests the Waters in China
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MFWire.com
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10/16/2009
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Third Avenue Chief Warns Fundsters: Brace for More Regulatory Scrutiny
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MFWire.com
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8/27/2009
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Judge Rolls a Dozen Reserve Primary Suits into One
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MFWire.com
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7/17/2009
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Marty Whitman Gets a Co-Manager for Third Avenue Value
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MFWire.com
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6/25/2009
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An Advisor, a Fundster and a Marketer Lead a Reborn Alliance
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MFWire.com
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6/5/2009
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Winters' Activist Approach Catches Morningstar's Eye
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MFWire.com
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6/1/2009
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Third Avenue Expands its Staff and Fund Lineup
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MFWire.com
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5/29/2009
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Morningstar '09: PMs Show More Confidence
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MFWire.com
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5/27/2009
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Morningstar Analyst Calls for Fund Industry Message Change
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MFWire.com
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5/20/2009
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An Asset Manager Fills its First DC I-O Post
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401kWire.com
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5/20/2009
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Third Avenue Adds Two Institutional Sales Vets
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MFWire.com
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5/12/2009
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A Big Apple Fund Firm Hires a Sales Chief
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MFWire.com
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5/12/2009
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Contrarians Bounce Back
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MFWire.com
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4/27/2009
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An Ex-Employee Admits He Threatened to Hack a Fund Firm
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MFWire.com
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4/13/2009
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Whitman Chats with Forbes
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MFWire.com
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4/7/2009
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The MBIA Break-Up Perturbs a Fund Firm
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MFWire.com
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2/18/2009
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A Pair of Fundsters Reboot RIA-Mutual Fund Connections
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MFWire.com
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1/29/2009
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$3.29 Billion Flowed Out of AMG in Q4
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MFWire.com
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12/11/2008
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SmartMoney Puts Reopened Funds in the Spotlight
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MFWire.com
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11/20/2008
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Pimco, Third Avenue Moves Attract WSJ Attention
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MFWire.com
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11/17/2008
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A Fundster Breaks Into a Top Ten List for Pay
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MFWire.com
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11/12/2008
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Tech Guy Bites the Fund Hand That Fired Him
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MFWire.com
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9/24/2008
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The Reserve Faces Another Suit
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MFWire.com
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8/5/2008
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Third Avenue Buys into Distress
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MFWire.com
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5/14/2008
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Another Reopening Gets Fund Track Space
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MFWire.com
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4/21/2008
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Seeing a Rebound on the Horizon, Advisors Look to Domestic Funds
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MFWire.com
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2/26/2008
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WSJ Takes a Close Look at Reopened Funds
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MFWire.com
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10/8/2007
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Litman/Gregory Selects Sub-Adviser for Re-Opened Fund
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MFWire.com
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4/24/2007
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Evergreen Lures Star Portfolio Manager
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MFWire.com
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6/21/2006
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An Avenue Re-Opens to Real Estate Investors
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MFWire.com
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3/10/2006
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Rising Cash Levels Not a Market Call
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MFWire.com
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9/2/2005
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Little Known Funds Among Nation's Best
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MFWire.com
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4/27/2005
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AMG's Mutual Funds Drive Increase in AUM
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MFWire.com
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2/15/2005
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Robeco Rebrands
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MFWire.com
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12/13/2004
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Dodge & Cox Take Early Lead in Manager Poll
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MFWire.com
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8/30/2004
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Third Ave Finds New CFO
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MFWire.com
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5/7/2004
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RFPs Reported This Week
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401kWire.com
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4/16/2004
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Arnott and AMG Butt Heads
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MFWire.com
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7/7/2003
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Pioneer Seeks Acquisition Targets
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MFWire.com
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7/25/2002
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AMG Beats Mark
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MFWire.com
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6/28/2002
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Manager Lets Loose
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MFWire.com
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6/10/2002
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Annuities for RIAs
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MFWire.com
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5/22/2002
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AMG Growing Large
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MFWire.com
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4/16/2002
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Bank Offloads TPA Affiliate
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401kWire.com
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10/11/2001
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Third Ave to Get Fourth Fund
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MFWire.com
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3/14/2000
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Odd Lots, March 14, 2000
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MFWire.com
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