The Investor's Shelf — one person
MJ
Martin J. Whitman
Founder and Chairman, Third Avenue Management; portfolio manager, Third Avenue Value Fund 1990-2012
Four books plus three decades of unusually didactic shareholder letters built out safe-and-cheap and distress investing as a distinct branch of the value tradition.
5 books of their own · 58 letters
Books they wrote 5
Martin Shubik · 1979 · Reissued 2006 with a new preface by Whitman.
· 2006 · Wiley catalogue record only; no evidence the book actually reached print.
Fernando Diz · 2013 · Subtitled Understanding Wall Street Fundamentals.
Letters 58
web.archive.org/web/20120630134614/www.thirdave.com/ta/documents/sl/shareholderletters-03Q1.pdf
Third Avenue's live site (thirdave.com/shareholder-letters) starts at 2016, but two other archives hold Whitman's letters. (1) The Wayback Machine preserves the firm's old quarterly shareholder-letter PDFs at thirdave.com/ta/documents/sl/shareholderletters-YYQn.pdf, a continuous run from Q1 2003 to Q2 2010 plus the separately named 2010-2012 files, every one of which opens with Whitman's Chairman's letter. (2) SEC EDGAR: Third Avenue Trust, CIK 0001031661, filed the same shareholder reports as N-CSR and N-CSRS from January 2004 through June 2012, the whole of Whitman's period as chairman, and each carries his letter. Whitman handed over portfolio management in 2012 and died in 2018.
- Third Avenue Funds Q1 2012 Shareholder Letter2012
- Third Avenue Funds 2012 Semi-Annual Report and Shareholder Letters2012
- Third Avenue Funds Q3 2012 Report and Shareholder Letters2012
- Third Avenue Trust N-CSRS shareholder report, six months ended April 30, 20122012 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Funds Q1 2011 Shareholder Letter2011
- Third Avenue Funds Q2 2011 Shareholder Letters2011
- Third Avenue Funds Q3 2011 Shareholder Letters2011
- Third Avenue Funds Q4 2011 Shareholder Letters2011
- Third Avenue Trust N-CSRS shareholder report, six months ended April 30, 20112011 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Trust N-CSR shareholder report, fiscal year ended October 31, 20112011 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Funds Q1 2010 Shareholder Letters (Chairman's letter by Martin J. Whitman)2010
- Third Avenue Funds Q2 2010 Shareholder Letters (Chairman's letter by Martin J. Whitman)2010
- Third Avenue Funds Q3 2010 Shareholder Letters2010
- Third Avenue Funds Q4 2010 Shareholder Letters2010
- Third Avenue Trust N-CSRS shareholder report, six months ended April 30, 20102010 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Trust N-CSR shareholder report, fiscal year ended October 31, 20102010 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Funds Q1 2009 Shareholder Letters (Chairman's letter by Martin J. Whitman)2009
- Third Avenue Funds Q2 2009 Shareholder Letters (Chairman's letter by Martin J. Whitman)2009
- Third Avenue Funds Q3 2009 Shareholder Letters (Chairman's letter by Martin J. Whitman)2009
- Third Avenue Funds Q4 2009 Shareholder Letters (Chairman's letter by Martin J. Whitman)2009
- Third Avenue Trust N-CSRS shareholder report, six months ended April 30, 20092009 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Trust N-CSR shareholder report, fiscal year ended October 31, 20092009 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Funds Q1 2008 Shareholder Letters (Chairman's letter by Martin J. Whitman)2008
- Third Avenue Funds Q2 2008 Shareholder Letters (Chairman's letter by Martin J. Whitman)2008
- Third Avenue Funds Q3 2008 Shareholder Letters (Chairman's letter by Martin J. Whitman)2008
- Third Avenue Funds Q4 2008 Shareholder Letters2008
- Third Avenue Value Fund letter, Q2 2008 (Third Avenue Management version)2008
- Third Avenue Trust N-CSRS shareholder report, six months ended April 30, 20082008 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Trust N-CSR shareholder report, fiscal year ended October 31, 20082008 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Funds Q1 2007 Shareholder Letters (Chairman's letter by Martin J. Whitman)2007
- Third Avenue Funds Q2 2007 Shareholder Letters (Chairman's letter by Martin J. Whitman)2007
- Third Avenue Funds Q3 2007 Shareholder Letters (Chairman's letter by Martin J. Whitman)2007
- Third Avenue Funds Q4 2007 Shareholder Letters (Chairman's letter by Martin J. Whitman)2007
- Third Avenue Trust N-CSR shareholder report, fiscal year ended October 31, 20062007 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Trust N-CSRS shareholder report, six months ended April 30, 20072007 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Trust N-CSR shareholder report, fiscal year ended October 31, 20072007 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Funds Q1 2006 Shareholder Letters (Chairman's letter by Martin J. Whitman)2006
- Third Avenue Funds Q2 2006 Shareholder Letters (Chairman's letter by Martin J. Whitman)2006
- Third Avenue Funds Q3 2006 Shareholder Letters (Chairman's letter by Martin J. Whitman)2006
- Third Avenue Funds Q4 2006 Shareholder Letters (Chairman's letter by Martin J. Whitman)2006
- Third Avenue Trust N-CSR shareholder report, fiscal year ended October 31, 20052006 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Trust N-CSRS shareholder report, six months ended April 30, 20062006 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Funds Q1 2005 Shareholder Letters (Chairman's letter by Martin J. Whitman)2005
- Third Avenue Funds Q2 2005 Shareholder Letters (Chairman's letter by Martin J. Whitman)2005
- Third Avenue Funds Q3 2005 Shareholder Letters (Chairman's letter by Martin J. Whitman)2005
- Third Avenue Funds Q4 2005 Shareholder Letters (Chairman's letter by Martin J. Whitman)2005
- Third Avenue Trust N-CSR shareholder report, fiscal year ended October 31, 20042005 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Trust N-CSRS shareholder report, six months ended April 30, 20052005 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Funds Q1 2004 Shareholder Letters (Chairman's letter by Martin J. Whitman)2004
- Third Avenue Funds Q2 2004 Shareholder Letters (Chairman's letter by Martin J. Whitman)2004
- Third Avenue Funds Q3 2004 Shareholder Letters (Chairman's letter by Martin J. Whitman)2004
- Third Avenue Funds Q4 2004 Shareholder Letters (Chairman's letter by Martin J. Whitman)2004
- Third Avenue Trust N-CSR shareholder report, fiscal year ended October 31, 20032004 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Trust N-CSRS shareholder report, six months ended April 30, 20042004 · Filed shareholder report containing Whitman's Chairman's letter for the Third Avenue funds
- Third Avenue Funds Q1 2003 Shareholder Letters (Chairman's letter by Martin J. Whitman)2003
- Third Avenue Funds Q2 2003 Shareholder Letters (Chairman's letter by Martin J. Whitman)2003
- Third Avenue Funds Q3 2003 Shareholder Letters (Chairman's letter by Martin J. Whitman)2003
- Third Avenue Funds Q4 2003 Shareholder Letters (Chairman's letter by Martin J. Whitman)2003