The information below is intended to keep our clients and interested parties up to date on our thinking, press coverage and fund announcements which include dividend, capital gain, or tax information for specific funds.
2013 IRS Form 1099 Notice
2014 FPA Paramount Fund, Inc. Capital Gain
FPA Announces Tax Update on FPA Paramount Fund
FPA Funds Q4 2013 Conference Call Registration
FPA Announces 2013 Year-End Distributions
FPA Announces Q3 2013 New Income Dividend
FPA Announces New Global Value Strategy
FPA Crescent Fund Team Named 2013 Morningstar U.S. Allocation Fund Manager of the Year
Morningstar describes FPA New Income as "An intriguing choice for interest-rate bears."
FPA Names Brian Selmo and Mark Landecker as Partners
Morningstar recommends FPA New Income for "worrywart" portfolio
Morningstar recommends FPA Crescent for "opportunistic" portfolio
Morningstar describes FPA Perennial as "fundamentally sound"
Morningstar highlights FPA Crescent's "strong investor returns"
Tom Atteberry's presentation to CFA Institute: Fixed Income Portfolios in the New Frontier
Letter to Institutional Shareholder Services (ISS) re: Occidental Petroleum by Steven Romick
Letter to Board of Directors at Occidental Petroleum by Steven Romick
Blind Faith by Steven Romick
ALL IN! by Robert L. Rodriguez
CAUTION: DANGER AHEAD
European Crisis Internal Memo