Ryan Dobratz, co-lead manager of the Third Avenue Real Estate Value fund, talks to Lawrence Gosling about opportunities from improving sentiment towards out-of-favour areas like London and Hong Kong in 2017.
He also explains the fund's significant 30% exposure to companies tied to the improving US residential property market, and explains how this theme can continue to play out for the strategy next year and...
Reducing volatility and maximising returns
Record organic asset growth
Global economic cycle is among the longest in history
Fixed income manager takes a more cautious approach
Duff & Phelps IM selected for real estate vehicle