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Letter to Board of Directors at Occidental Petroleum
FPA’s letter to the Board of Directors at Occidental Petroleum
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Letter to Institutional Shareholder Services re: Occidental Petroleum
FPA’s letter to Institutional Shareholder Services regarding Occidental Petroleum
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| News
April 2013 Occidental Board Letter
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Blind Faith
Steven Romick, CFA, Managing Partner and Portfolio Manager comments on the investment environment in Q3 2012
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ALL IN!
Robert L. Rodriguez, CFA, Managing Partner and CEO comments on The Fed announcing a purchasing plan of agency mortgage-backed securities in Q3 2012
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CAUTION: DANGER AHEAD
Robert L. Rodriguez, CFA, Managing Partner and CEO speech to Institute for Private Investors in February 2012
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European Crisis – Internal Memo
I was up very late last night watching measures of European short term funding go to the highest levels seen since March 2009 during the last financial crisis. Had they risen about 2 basis points higher, we would have broken into a new and dangerous zone.
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More of the Same
During the financial crisis of 2007-2009 and subsequent periods, many short-term monetary and fiscal policy actions have been implemented with the goal of bolstering and then shifting the economy to a sustainable growth rate.
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Precautionary Measures
We currently find ourselves operating and managing our Absolute Fixed Income Strategy (including FPA New Income, Inc.) in an unprecedented environment
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