| Quarterly Commentary
FPA Queens Road Value Fund 4Q23 Commentary
FPA Queens Road Value Fund (“Fund”) returned 11.75% for the fourth quarter of 2023.
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News & Insights
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Use the category and/or funds filter, or the search box below to find News and Insights, including archived commentaries and webcasts.
| Quarterly Commentary
FPA Queens Road Small Cap Value Fund 4Q23 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
FPA Flexible Fixed Income Fund 4Q23 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
FPA New Income Fund 4Q23 Commentary
Quarterly commentary from the New Income Fund team sharing insights on markets, portfolio positioning and performance.
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| Quarterly Commentary
FPA Crescent Fund 4Q23 Commentary
The FPA Crescent Fund – Institutional Class gained 7.52% in Q4 2023
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| Fund Announcements
Source Capital, Inc. Declares December 2023, January 2024, and February 2024 Distribution
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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| FPA Insights
FPA Crescent Fund: Celebrating Thirty Years of Equity-Like Returns (with Less Risk)
The FPA Crescent Fund has met its objective of generating equity-like returns while taking less risk than the market and avoiding permanent capital impairment through multiple market cycles over its thirty-year history.
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| Fund Announcements
2023 Year-End Capital Gain Estimates
Actual year-end distributions will be based on gains and losses realized through October 31.
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| Quarterly Commentary
FPA Queens Road Value Fund 3Q23 Commentary
FPA Queens Road Value Fund (“QRV Fund”) returned -2.88% in the third quarter of 2023.
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