Curtis Jensen of Robotti & Company Advisors presented his in-depth investment thesis on FRP Holdings (Nasdaq: FRPH) at Best Ideas 2018.
FRP Holdings is a holding company that operates in three real estate-related businesses, including (i) the development, leasing and management of a portfolio of 3.9MM square feet of light industrial property; (ii) a mining royalties business that owns and leases nine active aggregates mines in the U.S. southeast; (iii) a land development business whose aim is to develop land and other real estate for its “highest and best use.”
About the instructor:
Curtis Jensen is the portfolio manager of the Ossia Partners Fund. Ossia Partners employs a fundamentals-based strategy, grounded in primary research, to identify securities whose public market prices diverge significantly from a conservative estimate of intrinsic or economic value. Prior to joining Robotti & Company Advisors in 2016, Curtis was employed by Third Avenue Management in various roles from 1995 to 2014. Curtis oversaw that firm’s Small-Cap strategy and, from 2003 until 2009, he also served as Co-Chief Investment Officer, along with the firm’s founder, Martin Whitman, until being named sole CIO in January of 2010. Curtis was a member of the firm’s management and risk committees and oversaw the recruiting and mentoring of the firm’s research team. During his tenure at Third Avenue Curtis was a member of the nominating committee of the Board of Directors at Investor AB, Sweden’s leading industrial holding company. Curtis holds a BA in Economics from Williams College and an MBA from Yale University School of Management.
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