Small-Cap Value, Big Expectations?

Curtis Jenson runs the Third Avenue Small-Cap Value Fund--following the same "safe and cheap" formula that has worked well for his mentor, Marty Whitman, over the years. As we always find Jenson's comments in the Third Avenue reports insightful, we do searches for him every once in a while to see if he's in the news saying anything, um, new. He's not. But it turns out someone else is answering the question for readers of what expectations to have for his fund. Worth a quick browse at the very least.