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.
FPA Announces 2013 Year-End Dividend Estimates for Funds
FPA Announces Q4 2013 Dividend Dates for Funds
2013 Q3 New Income Dividend
FPA Announces New Global Value Strategy
Gregory A. Herr Named as Portfolio Manager for FPA Perennial and Source Capital
FPA Funds Q2 2013 Dividend Distributions
FPA Crescent Fund Celebrates 20th Anniversary
Morningstar recommends FPNIX for "worrywart" portfolio
Morningstar recommends FPACX for "opportunistic" portfolio
Morningstar describes FPA Perennial as "fundamentally sound"
Morningstar highlights FPA Crescent's "strong investor returns"
Morningstar interview with Steven Romick
Kiplinger includes FPA Perennial as one of the "Best Midcap Funds"
Morningstar includes FPA as one of the "Best Fund Companies"
Tom Atteberry's presentation to CFA Institute: Fixed Income Portfolios in the New Frontier
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
ALL IN! by Robert L. Rodriguez
CAUTION: DANGER AHEAD
European Crisis Internal Memo