Third Avenue Real Estate Value Investor
New York NY 10017
622 Third Avenue, 32nd Floor
Third Avenue Trust
管理資訊
,自 2013年1月1日 起的牽頭經辦人
Mr. Dobratz is the Co-Lead Portfolio Manager of the Third Avenue Real Estate Value Fund and the Third Avenue Real Estate Value Fund UCITS. In this role, he is a five-time Lipper Fund Award recipient (2014-2018) and assists in overseeing Third Avenue’s Real Estate strategy including the Firm’s investments in real estate equities, debt, restructurings, and other special situations. He also serves as a member of Third Avenue’s Management Committee.
Prior to joining Third Avenue in 2006, Mr. Dobratz was a research analyst at Morningstar where he was the primary analyst on several North American Real Estate Investment Trusts, real estate holding companies and homebuilders.
Mr. Dobratz holds an M.B.A. with distinction and a B.S. with honors in Business Administration from the University of Missouri. He is a CFA© Charterholder, has studied at the Imperial College of Science & Technology in London, England, and is a member of the CFA Society of New York. Mr. Dobratz also serves on the Advisory Board of the Jeffrey E. Smith Institute of Real Estate & Capital Markets at the University of Missouri and frequently teaches classes on value investing and real estate securities including previous lectures at Columbia University, Fordham University, the University of Missouri, and the University of Texas.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Global Real Estate
基金家族Third Avenue
淨資產284.25M
本年度至今日回報-4.53%
收益率1.10%
晨星評級★★★
成立日期1998年9月16日
基金運作
上次股息0.24
上次資本增益8.00
持股週轉率8.00%
組別平均無
費用與支出
支出TVRVX類別平均
年報支出比率 (淨值)1.15%1.21%
招股書淨支出比率1.15%無
招股書總支出比率1.19%無
最高 12b1 費用無無
最高首次認購費無5.20%
最高遞延銷售費用無1.24%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
