Below is a link to another outstanding letter from the managers of the Third Avenue Funds led by the legendary Martin Whitman.  There is tremendous insight about a variety of companies across the globe and extremely sound investment advice.  It is a bit lengthy but is certainly worth your time.  I hope that you enjoy!...Read More

In my career I’ve had a number of amazing influences and teachers whom I’ve never met.  One that is extremely under-rated is who I believe to be the finest professor of investing  that is around.  Martin Whitman has been the patriarch of Third Avenue Management for a long time, although he got into the money...Read More

Over the weekend Third Avenue Funds released their quarterly commentary, which always includes wonderful commentaries from their fund managers let by their Chairman Martin Whitman, whose investment philosophy as articulated by his shareholder letters and books, have become a  key component to our core value investing philosophy at T&T.  Whitman is unique in that he...Read More

With 2011 coming to a close I think it is very important to lay out our views going into 2012, and how that will affect our investment strategies.  2011 was a very difficult year that saw some of the most successful investors Warren Buffett, Bill Gross, Bruce Berkowitz, John Paulson, Martin Whitman, among many others...Read More