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.
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).
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 .
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.
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.
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.
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.
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").
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.
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)
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.
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