News and Views featuring some of our Investment Partners’ thoughts and observations on the current investment arena, which maybe either affecting or influencing their investment making decisions.
Ryan Dobratz and Jason Wolf, lead portfolio managers of Third Avenue’s Real Estate Value strategy, share their thoughts. Read the article here
Herald Investment Trust
The first choice of Leatham, the head of investment companies research at Peel Hunt, is small-cap technology, media and telecoms investment trust Herald IT. Read the full article here
Chief executive of cross-border fund consultant Gemini Investments Stuart Alexander last month told Wealth Manager that US and Asian asset managers in particular were facing up to hard choices. Read the full article here
A new addition to this year’s list is Herald Investment Trust. Read the full article here
As the Federal Reserve looks to stoke the coals of inflation, how can you protect your portfolio from its erosive power? Real assets are key diversifiers that become increasingly important in a rising inflationary environment. Kevin Baum – Chief Investment Officer at USCF Ryan Dobratz – Lead Portfolio Manager, Real Estate at Third Avenue Management …Details
Third Avenue’s Ryan Dobratz sits down with MarketWatch to discuss the Real Estate Value Fund’s unique positioning.