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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.

About the author:

guruek
Mr. Hui has been involved in the equity markets since 1980, both on the buy side and the sell side. He is currently semi-retired and living in Vancouver, Canada with his family. He maintains his interests in the markets and advises hedge funds and other clients as a consultant. He is a CFA Charterholder. Check out his investment blog at http://humblestudentofthemarkets.blogspot.com/

Visit guruek's Website


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