| Webcasts
FPA New Income and Flexible Fixed Income Funds 1Q24 Webcast
See the slides, transcript and access the webinar recording
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News & Insights
Use the category or funds filter, or the search box below to find News and Insights, including archived commentaries and webcasts.
| Webcasts
See the slides, transcript and access the webinar recording
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| Fund Announcements
The Board of Directors of Source Capital, Inc. (NYSE: SOR) (the “Fund”), approved maintaining the Fund’s regular monthly distribution rate for each of the next three months
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| Fund Announcements
The Board of Directors of Source Capital, Inc. (NYSE: SOR) (the “Fund”), announced that for the Fund’s Discount Management Program (the “Program”) measurement period from January 1, 2023 through December 31, 2023, the Fund traded at an average discount to net asset value (NAV) of less than 10%.
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| Quarterly Commentary
FPA Queens Road Value Fund (“Fund”) returned 11.75% for the fourth quarter of 2023.
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| Quarterly Commentary
FPA Queens Road Small Cap Value Fund (“Fund”) returned 13.09% in the fourth-quarter of 2023 vs. 15.26% for the Russell 2000 Value Index
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| Quarterly Commentary
With inflation progressing towards the Federal Reserve’s 2% inflation objective, the Federal Reserve held the Fed Funds rate constant
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| Quarterly Commentary
Quarterly commentary from the New Income Fund team sharing insights on markets, portfolio positioning and performance.
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| Quarterly Commentary
The FPA Crescent Fund – Institutional Class gained 7.52% in Q4 2023
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| Fund Announcements
The Board of Directors of Source Capital, Inc. (NYSE: SOR) (the “Fund”) approved maintaining the Fund’s regular monthly distribution rate for each of the next three months, plus a special distribution in December.
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