Media & Commentaries

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.

Fund Announcements

January 11, 2012

2011 Q4 FPA New Income Conference Call

Tom Atteberry, a Partner of First Pacific Advisors, LLC and CEO and Portfolio Manager of FPA New Income, Inc. (Nasdaq: FPNIX, a mutual fund managed by FPA) and the FPA Absolute Fixed Income team...
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January 11, 2012

2011 Q4 FPA Crescent Conference Call

Steven Romick, a Managing Partner of First Pacific Advisors LLC and President and CIO of FPA Funds Trusts FPA Crescent Fund (Nasdaq: FPACX a mutual fund managed by FPA) and the FPA Contrarian Value investment team will hold a 4th quarter 2011 conference call...
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August 1, 2011

Source Capital Declares Dividend

The Board of Directors of Source Capital, Inc. (NYSE:SOR), today declared a regular quarterly distribution of 75 cents a common share, payable September 15, 2011, to shareholders of record as of the close of business August 26, 2011.
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Media

January 24, 2012

Morningstar 'Fund Spy' on FPACX

Morningstar carries as its 'Fund Spy' column today an adapted version of the December Morningstar FundInvestor article covering FPA Crescent upon its being named to 'The FundInvestor Focused 10' ("What Makes FPA Crescent Tick? A mix of conviction and caution has paid off for this 5-star fund," by Greg Carlson).See the story here here.

January 20, 2012

Money: FPPFX, FPNIX among 'Money 70' recommended funds for sixth consecutive year

In the funds feature in the January/February 'Investor's Guide 2012' issue of Money magazine, FPA Perennial and FPA New Income are again named to 'The Money 70,' the editors' annual selection of funds "to help you assemble a high-quality, long-term portfolio using low-cost investments" ("Funds You Can Count On: Think of them as a classic timepiece: the recommended funds on our MONEY 70 list offer a consistent strategy you can rely on year after year," p. 118, by Susie Poppick). See the story here here.

January 8, 2012

NY Times: FPRAX highlighted in 'Mutual Funds Report'

In The New York Times's January 8 quarterly 'Mutual Funds Report,' FPA Paramount Fund was highlighted in an article focusing on three of the quarter's better performing funds ("For Three Funds, a Front-Row Seat on a Rally," page 15, by Tim Gray)See the story below; online here.

December 21, 2011

Kiplinger 'Value Added' column: FPACX among '5 Best Stock Funds for 2012

The Kiplinger.com 'Value Added' column today recommends FPA Crescent among "five favorite no-load stock funds for next year." ("The 5 Best Stock Funds for 2012; With the euro zone seemingly set on a disastrous course, next year could be a mess. Here are funds that I think could still do well -- and how to allocate your stock money among them," by Steven Goldberg). See the story here.

December 8, 2011

Morningstar: FPNIX Among Alternatives to Unconstrained Bond Funds

Morningstar's 'Fund Spy' column today carries an edited version of Russ Kinnel's November Morningstar FundInvestor column 'The Contrarian' noting FPA New Income among "very successful less-constrained bond funds" offering an alternative to PIMCO's Unconstrained Bond fund ("Constrain Your Enthusiasm: Unconstrained bond funds have gotten off to a tepid start"). See the story here.

November 30, 2011

Research: Bob Rodriguez in Roundtable on 2012 Outlook, Dec. 2011

Bob Rodriguez is one of four investors featured in the annual investment roundtable in the December issue of Research magazine ("Research Roundtable: Our expert panel sees turbulence -- and opportunity -- in the year ahead," p. 56, by Jane Rusoff).See the story here.

October 28, 2011

Morningstar 'Take Five' Interview with Steven Romick

Morningstar features a 'Take Five' Q&A with Steven Romick on FPA Crescent ("Uncovering 'Absolute Value': An absolute value approach has led FPA Crescent's Steve Romick to large-cap global growth names and away from high yield," by Esther Pak).The interview can be viewed from Morningstar's website here.

October 26, 2011

Morningstar: FPACX among "Category Killers"

In Morningstar's 'Five-Star Investor' column, director of personal finance Christine Benz highlighted FPA Crescent among "funds with very long track records of strong and consistent results" ("Here Come the Category Killers: These funds have beaten their peers in each of the past 10 years").The interview can be viewed from Morningstar's website here.

September 9, 2011

Kiplinger.com feature interview with Steve Romick

Kiplinger.com features an interview with Steven Romick ("The Eclectic Strategy of a Winning Fund Manager: Steve Romick, manager of FPA Crescent, shares his approach to investing, top stock picks, thoughts on the economy and more," by executive editor Manny Schiffres). The interview can be viewed from Kiplinger's website here.

September 7, 2011

Tom Atteberry Appears on CNBC's 'Street Signs' program

Tom Atteberry appears on CNBC's 'Street Signs' program in an interview with anchors Brian Sullivan, Amanda Drury and senior stocks commentator Herb Greenberg ("Wall Street's Washington Woes: Discussing the mortgage meltdown and the uncertainty of a recession"). The five-minute segment can be viewed from CNBC's site here.

August 11, 2011

Bob Rodriguez Appears on CNBC's 'Closing Bell' program

Bob Rodriguez appears on CNBC's 'Closing Bell' program in a segment with anchor Maria Bartiromo and Whittier Trust Company chief investment strategist Stephen Smith ("Stocks Storm Back, But for How Long? The major indexes closed up today but stocks are still volatile. A look at how to position your portfolio in an uncertain market").

The five-minute segment can be viewed from CNBC's site here.

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