
that I bet you've missed some of it. So, here are just some of the good bits you may have missed. Third Avenue Value 's TAVFX new lead manager is paring risk at the fund. Ian Lapey aims to build up cash to around 10% of assets and trim the fund's
Won't be good for TAVFX , which is heavy in HK Real Estate. http://www.marketwatch.com/story/shk-arrests-send-hong-kong-shares
much positive feedback. They are beginning to annoy me even though they are up close to 17% YTD. 2011 was bad and they are down around 2-3% annually over the past 5 years. Have they lost it? In particular TAVFX , the flagship fund.
for any pitfalls or suggestions you may like to offer. I intend to sell ETE and TAVFX in the income B portfolio, as MLP's are problematic in IRA's and TAVFX is a non-dividend payer. I wouldn't mind simplifying the bond holdings, but
I have held this for quite a few years now but it has been a dog lately compared to even the SP500. Anyone else holding this or dumping it? I know don't sell when lower but I hung onto TAVFX and FMAGX too long as well.
transferred in March; eventually all 77 Hartford funds will have Wellington Management as sub-advisor. Marty Whitman is leaving TAVFX and the co-manager Ian Lapey will run the fund by himself; he will keep the portfolio concentrated but will have a more balance
It's the end of an era for Third Avenue Value TAVFX shareholders, though far from the end of the world. As of Mar. 1, 2012, Marty Whitman is stepping off the fund and handing
After 5 years in TAVFX and TAVIX, I am breaking even on my investment. I got out of TAVFX recently. Part of the reason is Marty is very old now and semi retired. I am thinking what to do with TAVIX? Hold or cash out? TAVIX is also in retirement
volatile growth stocks. Absolute Value Managers such as those in charge of the Oakmark family of funds, Third Avenue Value 's TAVFX Marty Whitman and Ian Lapey, and the team at Longleaf Partners LLPFX follow absolute-value strategies and are typically considered
PlayerSupportingCurtis Jensen does things just a bit differently at this fund than firm founder Marty Whitman does at sibling Third Avenue Value TAVFX . He still tries to invest in companies with strong balance sheets at less than half of what he thinks they're worth. This