1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Articles (5983) 

Curtis Jensen: Coiled Spring Remains in The Market

January 31, 2010

Earlier this year, legendary Investment Guru Martin Whitman stepped down from the CIO position of Third Avenue Funds. Stepping into his shoes is Curits Jensen, a long time Whitman’s Pretege. Curtis Jensen manages Third Avenue Small-Cap Value Fund.

Recently, Jensen was interviewed by MorningStar’s Jason Stripp.

In Part I, Curtis Jensen says that despite the recent rally, several names in the portfolio remain very undervalued.

In Part II of the interview, Curtis Jensen says a herd mentality toward fixed-income assets has left some bond sectors very overvalued with only selective opportunity in others.

In Part III, Curtis Jensen discusses the portfolio's overseas focus areas and the need for patience in Japan.

In Part Iv, Curtis Jensen says policy uncertainty today is getting translated into mispricings in areas like health care, banking, and aerospace and defense.

Click here to read the full transcripts and watch the video segments at MorningStar.com if you have trouble watching here from your browser.

Rating: 1.5/5 (2 votes)


Please leave your comment:

GuruFocus Mobile App

User Generated Screeners

matt.baker52 week low
lcaldridgeAldridge Screener
antonakosGrowth Screen
SchwarzwaldTest-Screen > 10 $
jamtxLeaps Screen

Select portfolio(s):

  • Loading...

Why you are interested?

Your selection and notes will be stored in your portfolio.

Login to add portfolio
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)