About TAVFX
The Third Avenue Value Fund Institutional Class is a mutual fund focused on long-term capital appreciation through value investing. Its strategy centers on acquiring common stocks of well-financed companies, typically those with strong financial positions, high-quality assets, and market prices supported by tangible value. The fund invests opportunistically across global sectors, geographies, and company sizes, with a mid-value investment style and a notable presence in global small- and mid-cap stocks. The portfolio is diversified across industries such as basic materials, energy, financial services, and consumer cyclicals, reflecting a broad yet disciplined approach to value discovery. Managed by an experienced and stable investment team adhering to a rigorous, value-driven philosophy, the fund aims to provide consistent results throughout market cycles. Its role in the financial market is to offer institutional investors access to a concentrated, research-driven value strategy, distinguishing itself with its strong emphasis on company fundamentals and prudent capital allocation.
Fund Family Third Avenue
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol TAVFX
Share Class Institutional Class
Index MSCI World TR USD
TAVFX had a total return of 30.44% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.25%.
