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Stock impact report

Third Avenue International Real Estate Value Fund Q4 2025 Letter [Seeking Alpha]

Affiliated Managers Group, Inc. (AMG) 
Last affiliated managers group, inc. earnings: 4/27 07:03 am Check Earnings Report
US:NYSE Investor Relations: ir.amg.com
Company Research Source: Seeking Alpha
The Fund's total return for the year was supported by the 13% share price appreciation for the holdings (in local currency), a 4% dividend yield on the underlying holdings, and an 8% tailwind from a weaker US Dollar. At the start of 2025, Fund Management highlighted a growing disconnect between the earnings-compounding ability of the Fund's holdings and the low multiples at which they were trading. Getty Images Dear Fellow Shareholders, We are pleased to provide you with the Third Avenue International Real Estate Value Fund (the “Fund”) report for the quarter ended December 31, 2025. The Fund delivered a +25.56% return (after fees) for the calendar year, outperforming the MSCI ACWI ex USA IMI Core Real Estate Index[1], which returned +21.42% over the same time period. The Fund's total return for the year was supported by the 13% share price appreciation for the holdings (in local currency), a 4% dividend yield on the underlying holdings, and an 8% tailwind from a weaker U.S Show less Read more
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