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.
Q4 2015 FPA Funds Conference Calls
FPA 2015 Year-End Distributions
FPA U.S. Value Fund, Inc. (FPPFX - Formerly FPA Perennial Fund, Inc.) Impact of Capital Gains Distribution
Abhijeet Patwardhan named Portfolio Manager of the FPA Absolute Fixed Income Stratetgy, including FPA New Income, Inc. (FPNIX)
Source Capital Portfolio Manager Eric Ende to Retire
FPA U.S. Value Fund, Inc. (FPPFX) Opens to New Investors
Q3 2015 FPA New Income & FPA U.S. Value Distributions
Morningstar on FPA New Income (FPNIX): "Safety and stability are the hallmarks of this offering."
Kiplinger.com names FPA Crescent Fund among "Best Funds for a Bear Market"
Barron's interviews Steven Romick
Morningstar: FPA New Income among defensive go-anywhere bond funds
Barron's: Arik Ahitov quoted in cover story
ThinkAdvisor interviews Bob Rodriguez
FPA New Income among best "defensive-minded" medalists according to Morningstar
Don't Be Surprised - Steven Romick's speech to CFA Society of Chicago
The Importance of Full Market Cycle Returns
Bob Rodriguez's speech to CFA Society of Reno
Bob Rodriguez's speech at "A Day with FPA" 2014
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