Martin Whitman
I always like following funds run by some of the best money managers of our time. Third Avenue Fund is run by legendary investor Martin J. Whitman. Every quarter the fund releases its quarterly report. Third Avenue just released its 2nd quarter report for 2010.
Martin Whitman shares his wisdom between pages 2-7. I can probably count on my fingers the number of individual’s whose writings make me a better value investor. Marty Whitman is definately one of them.
In the latest release Whitman talks about the lack of understanding among the administration and regulators about financial legislation. He discusses eight areas where there is a large misunderstanding. He then gives several ideas on how to reform our financial system.
The full document is located below. Pages 2-7 are absolutely gold.
Third Avenue Q2 Shareholder Letter
Check out our Premium section. 14 day trial is only $1!
You aren’t subscribed?
If you enjoyed this post, you can subscribe for our free content via RSS Feed, Facebook, Twitter You can unsubscribe at any time, and your information will not be sold to any third parties.
Related posts:
- Information On Third Avenue Fund's New Credit Fund TFCVX
- My Reporting From The Columbia Investment Management Conference
- Book Review: Distress Investing by Martin Whitman
- Charlie Dreifus Nominated for Morningstar’s Domestic Equity Fund Manager of the Decade
- An Interview with Scott Barbee founder and Portfolio Manager of Aegis Value Fund(AVALX) and Aegis High Yield Fund(AHYFX)
- Jacob Wolinsky Interviews David Nadel Portfolio Manager Of Royce Global Select Fund And Co-Portfolio Manager Of Royce Global Value Fund
- Notes from Seth Klarman’s Recent Speech 5/17/2009
