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International

Amit Wadhwaney
Portfolio Manager

Mr. Wadhwaney has managed foreign stock portfolios since 1996. He has been particularly interested in emerging economies where he has long believed that market inefficiencies favor bottom-up value investors.

Mr. Wadhwaney is the founding manager of the Third Avenue International Value Fund, an open end mutual fund as well as the Third Avenue Global Value Fund and the Third Avenue Emerging Markets Fund. Mr. Wadhwaney also manages the Third Avenue International Value Fund UCITS for overseas investors as well as institutional separate accounts.

Earlier in his career, Mr. Wadhwaney was a securities analyst, and subsequently Director of Research, for M.J. Whitman, Third Avenue’s affiliated broker-dealer. Mr. Wadhwaney was also a paper and forest products analyst at Bunting Warburg, a Canadian brokerage firm. He began his career at Domtar, a Canadian forest products company.

During the mid-1990s Mr. Wadhwaney briefly left Third Avenue in order to establish his Global Value Fund as a limited partnership in association with some longtime partners of Marty Whitman. He rejoined Third Avenue after four years away, bringing his partnership with him and leading the launch of the firm’s first internationally focused mutual fund. He established and has fostered Third Avenue’s international research effort and his team has served all of the firm’s strategies where mandates allow for global investments.

He holds an M.B.A. in Finance from the University of Chicago, a B.A. with honors and an M.A. in Economics from Concordia University in Montreal (where he also taught economics) and B.S. degrees in Chemical Engineering and Mathematics from the University of Minnesota.  He speaks French, Spanish, Hindi, Sindhi, Gujarati and English.

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Matthew Fine, CFA
Portfolio Manager

Mr. Fine joined Third Avenue 11 years ago and began working with Mr. Wadhwaney in an effort to identify investment opportunities in the wake of the Argentine crisis of 2001. Mr. Fine has conducted investment research on location in more than twenty countries across North America, Latin America, Europe and Asia. He is co-portfolio manager of the Third Avenue International Value Fund.

He joined Third Avenue's research and portfolio management team as a Research Assistant, the first position typically held by Third Avenue’s homegrown analysts. He became a Senior Research Analyst in 2008 and a principal of the firm in 2009.

Mr. Fine holds a B.A. in Economics from Hamilton College and is a CFA Charterholder and a member of the New York Society of Securities Analysts.

Jakub Rehor, CFA
Senior Research Analyst

Mr. Rehor, who joined Third Avenue in 2004, has analyzed foreign and emerging markets securities since 1997. Previously he was a stock analyst at Putnam Investments and at Sanford C. Bernsteinand a business analyst for McKinsey & Co starting in 1995.

 
Mr. Rehor grew up in the Czech Republic and participated in the student resistance during the Velvet Revolution, building a nationwide computer network connecting student union cells around the country, and serving on President Václav Havel’s security detail during his inauguration in 1989.

He holds a B.A. in Economics from Yale University and is a CFA Charterholder and member of the New York Society of Security Analysis. He speaks Czech, Russian, Spanish, French, German, Japanese and English.


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John Mauro, CFA
Research Analyst

Mr. Mauro focuses on global investment opportunities. He joined Third Avenue's investment team out of school in 2003 as a research assistant, the starting position for most of Third Avenue's homegrown research talent. There he was mentored by Mr. Whitman, Mr. Wadhwaney, and the firm's senior portfolio managers and research analysts, from whom he learned Third Avenue's "Safe and Cheap" value investing philosophy and gained hands-on experience of its application.

Mr. Mauro joined Third Avenue's international team in 2007 after having worked with the group on various research projects during his prior years at the firm. During his time at Third Avenue, Mr. Mauro has analyzed both domestic and international securities, though he currently focuses on markets outside of the U.S., both developed and emerging. Mr. Mauro has conducted research on and met with the management teams of both existing and potential investment holdings, both at the firm's New York office and on site in Europe, Asia, North America, and South America.

Mr. Mauro holds a B.A. in Economics from Fordham University, where he graduated summa cum laude. He is a CFA Charterholder and a member of the New York Society of Security Analysts.

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Michael Campagna, CFA
Research Analyst

Mr. Campagna joined Third Avenue's research team in 2007, starting as a research associate and then moving quickly to Third Avenue's Real Estate Team, where he worked closely with Michael Winer and Jason Wolf for more than 3 years, focusing on global real estate securities. In the course of his work with the Real Estate Team, he collaborated frequently with Third Avenue's international team, which he joined in the fall of 2011.

Previously he was an investment analyst for the JP Morgan Private Bank, where he evaluated and selected money managers for use in high-net worth and institutional investment accounts. At JP Morgan, Mr. Campagna analyzed Third Avenue, keeping it on a list of money managers that he would want to work for and pursued the opportunity as soon as he saw a research position open.

Mr. Campagna holds a B.S. in Finance and Information Systems from New York University. He is a CFA Charterholder and a member of the New York Society of Security Analysts.

Anita Krishnamoorthy, CFA
Senior Research Analyst and CEO of Singapore Office

Ms. Krishnamoorthy heads Third Avenue’s research office in Singapore, where she has led the firm’s on the ground efforts to find undervalued equities throughout Asia since 2008.  She has experience analyzing securities in emerging Asia including Thailand, India, Taiwan, Korea, Philippines, Sri Lanka, Indonesia and China among other locales.

She previously served four years as vice president of equity research at First Eagle Funds where she was responsible for Asian equities and for global coverage of various industries, working with Jean Marie Eveillard and Charles de Vaulx. Prior to that, she had been an investment banking analyst in Morgan Stanley Asia’s Hong Kong office and was a business analyst with Standard Chartered Bank working out of Singapore and London.  She began her career as a tax associate at PriceWaterhouseCoopers in Singapore.

Ms. Krishnamoorthy holds an MBA in Finance from the Wharton School of the University of Pennsylvania and a B.A. in accounting from the Nanyang Business School in Singapore. She is a CFA Charterholder and speaks Tamil, French and English.