Morningstar Conversation: Jean-Marie Eveillard of First Eagle and Marty Whitman of Third Avenue (August 22, 2007) .
Jean-Marie Eveillard and Marty Whitman met in 1990 shortly after Whitman launched what would become his signature fund, Third Avenue Value TAVFX. They were two kindred spirits on a conference panel with a third portfolio manager, who was speaking about financial theories and hypotheses.
"He was talking in a language that was completely different from ours," Eveillard says. "Martin and I chatted afterwards about the fact that it was good that the other was there, because we simply didn't speak the same language as the third guy."
Links:
- Conversation: Jean-Marie Eveillard and Marty Whitman
- In Their Own Worlds (PDF)
- Video Link
- Not the Language We Speak
- Value Investor's Edge
- Our Shortcomings
- My Daughter, the Broadway Producer
- No Pain, No Gain
- Handling the Redemption Period
- A Lesson on Limited Partnerships
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