January 24, 2012
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
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
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.
January 5, 2012
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.
December 28, 2011
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
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 full story here.
December 8, 2011
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 6, 2011
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.
November 30, 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.
November 17, 2011
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
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 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
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.
October 13, 2011
Los Angeles, CA, October 12, 2011 -- FPA, a leading practitioner of value investing, today announced the launch of a new International Value Strategy. Pierre O. Py and Eric J. Bokota have joined the firm as Vice Presidents and Portfolio Managers to oversee the Strategy...
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September 9, 2011
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.
August 29, 2011
Steve Romick is the subject of the feature interview in Barron's ("The Go-Anywhere Portfolio," p. 32, by Leslie Norton). You may view this article here.
August 19, 2011
The segment can be viewed from CNBC's site here.
August 11, 2011
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.
July 6, 2011
On this week's Consuelo Mack WealthTrack, Consuelo sits down with Great Investor, the founder and portfolio manager of the five star FPA Crescent Fund. Romick's contrarian views and go anywhere, invest in anything style have put him in the top one percent of all money managers over the last decade and earned him a nomination for Morningstar's new Fund Manager of the Decade Award. Please see link below for the interview.
June 15, 2011
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
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 3, 2011
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).
June 1, 2011
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) See the story text below (FPA Perennial appears only in the Mid-Cap table at the end of the story); online
April 10, 2011
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
April 9, 2011
