Media

August 27, 2012

FPA Capital receives high-conviction recommendation under Morningstar’s new forward-looking Analyst Rating

FPA Capital (FPPTX) recently received a Silver rating under Morningstar’s qualitative, forward-looking Analyst Rating for Funds. The Silver rating is the second highest rating a fund can receive from Morningstar.

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January 05, 2012

Investment News FPA among top actively-managed fund firms for 2011

In a "slide show" item this week in the online edition of Investment News, FPA is ranked among top-performing actively-managed fund firms, according to Lipper, based on asset-weighted average return in 2011. See the first slide in the feature here.

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June 11, 2012

FPA's Bob Rodriguez: Investors, Wall Street Never Learn...

Bob Rodriquez featured on Welling on Wall St.

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February 15, 2012

Bloomberg Feature on FPA Capital

The Bloomberg newswire features FPA Capital ("FPA's Bryan Tops Peers Betting on Volatile Oil," by Charles Stein). See the story here.

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February 13, 2012

The Street Interview with FPA International Value Fund Portfolio Manager, Eric Bokota

TheStreet today features a brief interview recorded by fund reporter Gregg Greenberg. Eric Bokota, portfolio manager for the FPA International Value Fund (FPIVX), names his favorite foreign stocks including SAP, Diageo and Publicis"). See the story here.

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January 25, 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.

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January 16, 2012

Money: FPPFX, FPNIX, among Money 70 recommended funds for the 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).

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January 08, 2012

NY Times: FPA Paramount 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 .

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December 28, 2011

FPA New Income receives high-conviction recommendations

FPA New Income recently received a Silver rating under Morningstar’s new qualitative, forward-looking Analyst Rating for Funds. The Silver rating is the second highest rating a fund can receive from Morningstar...

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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.'

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December 09, 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.

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December 06, 2011

Investor's Business Daily Fund Manager Q&A with Rikard Ekstrand

Rikard Ekstrand and FPA Capital are the subjects of the 'Fund Manager Q&A' in today's Investor's Business Daily 'Mutual Fund Monthly' special section ("FPA's Rikard Ekstrand Found Opportunities in Downturn,"p. A6, by Paul Katzeff). See the story here.

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December 01, 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.

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November 17, 2011

FPA Perennial and Paramount receive high-conviction recommendations 

FPA Perennial and Paramount received a Silver rating under Morningstar’s new qualitative, forward-looking Analyst Rating for Funds. The Silver rating is the second highest rating a fund can receive from Morningstar.

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November 15, 2011

FPA Crescent Receives Top Rating under Morningstar's New Forward Looking Analyst Rating

On November 15, 2011, FPA Crescent received a Gold rating under Morningstar's new qualitative, forward-looking Analyst Rating for Funds. Less than 2% of the funds in Morningstar’s moderate allocation category are rated Gold...

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October 28, 2011

Morningstar 'Take Five' Interview with Steve 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.

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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.

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October 12, 2011

FPA to Launch International Value Strategy

FPA to Launch International Value Strategy

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September 09, 2011

Kiplinger.com feature interview with Steve Romick

Kiplinger.com feature interview with Steve Romick

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August 19, 2011

Bob Rodriguez Appears on CNBC's Strategy Sessions

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

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August 11, 2011

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

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

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August 09, 2011

Barron's Feature Interview with Steve Romick

Barron's Feature Interview with Steve Romick

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July 06, 2011

Steven Romick appears on Consuelo Mack Wealthtrack

Steven Romick appears on Consuelo Mack Wealthtrack

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June 13, 2011

Fortune Magazine Features Bob Rodriguez

The June 13 issue of Fortune magazine carries a feature on Bob Rodriguez and FPA ("The Man Who Sees Disaster: Bob Rodriguez, the mutual fund manager with the best record in the past quarter-century, correctly predicted the last two stock market crashes. So why aren't people listening when he says another calamity is looming?,"p. 137, by Mina Kimes). See a pdf of the feature attached as it appears in the magazine.

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June 01, 2011

U.S. News & World Report FPPX Among "50 Best Funds"

In a feature highlighted this week in the online edition of U.S. News & World Report, FPA Perennial is one of seven mid-cap funds recommended by the editors based on 10-year performance and ratings from Morningstar, Lipper, Standard & Poor's, TheStreet, and Zacks ("50 Best Funds for the Everyday Investor: Below-average fees and superior long-term returns make these funds good bets," by Ben Baden)

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June 15, 2011

Bob Rodriguez Appears on CNBC

Bob Rodriguez appeared today on CNBC's program 'The Strategy Session' in an interview with anchor David Faber and markets commentator Gary Kaminsky ("U.S. Day of Reckoning? Robert Rodriguez, First Pacific Advisors CEO says unless the U.S. gets its fiscal house in order, the nation is headed for a debt crisis that could rival Greece").

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April 09, 2011

Associated Press Tom Atteberry, Portfolio Manager for FPA New Income Quoted on Corporate-Bond Outlook

Associated Press Tom Atteberry, Portfolio Manager for FPA New Income Quoted on Corporate-Bond Outlook

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April 10, 2011

New York Times Tom Atteberry Quoted in 'Mutual Funds Report'

Tom Atteberry commented Sunday in the lead story in the Sunday New York Times quarterly 'Mutual Funds Report' ("Hard Knocks and High Hopes," p. BU15, by Conrad de Aenlle). See the excerpts with Tom's comments below, followed by the full story online

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June 03, 2011

Wall Street Journal fund monthly on go-anywhere funds, FPACX

The 'Portfolio Strategy' feature today in the Wall Street Journal's 'Investing in Funds' monthly special section highlights FPA Crescent among "go-anywhere funds that have delivered strong returns over time" ("Funds With Maximum Flexibility: Some managers have done well mixing and matching disparate holdings. But it's not a sure thing," p. C15, by Reshma Kapadia) here.

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