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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 21, 2025 | Third Avenue International Real Estate Value Fund | 4.0% | - | 3YZ GR, AMATA TB, BYG LN, SHUR BB | China Plus One, Industrial Real Estate, private equity, Self-Storage, Southeast Asia | The fund highlights the ongoing nearshoring and "China plus one" trends driving industrial real estate growth in Central and Eastern Europe and Southeast Asia, supported by foreign direct investment and strong tenant demand. It also maintains conviction in the self-storage sector, citing under-supply outside the U.S., attractive valuations, and platform scalability. The letter anticipates continued privatizations of listed real estate assets like Big Yellow Group, as private equity seeks undervalued platforms with operational leverage. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||