Product Overview
The Small-Cap Strategy is derived from Third Avenue’s value-oriented approach and is driven by our focus on well-managed companies with financial strength, potential to compound NAV, and securities priced at a discount to our conservative estimates of NAV. This leads to a portfolio of what we believe are high-quality businesses trading at deep discounts to intrinsic value.
OBJECTIVE
Our Small-Cap Strategy seeks long term capital appreciation by investing in equity securities of small-capitalization companies in the US that we believe to be mispriced by the market.
Share Classes Available (Tickers)
INSTITUTIONAL (TASCX) | INVESTOR (TVSVX) | Z CLASS (TASZX)
Product Material
Firm Overview
Rooted in our founder Marty Whitman’s time-tested philosophy, Third Avenue adheres to a value approach when evaluating commercial enterprises and the securities they issue. The key investment pillars across the Firm’s strategies include:
Third Avenue offers multiple investment solutions focused on the team’s highest-conviction ideas, an approach that leads to high Active Share across our portfolios.
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Mutual Funds
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The fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company, and it may be obtained by calling 800-443-1021 or visiting www.thirdave.com. Read it carefully before investing.
Distributor of Third Avenue Funds: Foreside Fund Services, LLC.
FLX Networks is a Promoter, as defined by the Marketing Rule – Rule 206(4)-1 under the U.S. Investment Advisers Act of 1940, of the investment products contained herein. For such promotion, FLX Networks is compensated between 5% and 50% (annualized) of the net management fee of the respective investment products on assets raised/serviced by FLX Networks. FLX Networks is not a client of any of the investment advisers promoted herein.