| Quarterly Commentary
FPA Crescent Fund 4Q25 Commentary
Quarterly commentary from the Crescent Fund team sharing insights on markets, portfolio positioning and performance.
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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.
| Fund Announcements
Source Capital Announces U.S. Federal Tax Treatment of 2025 Dividends
Source Capital (NYSE: SOR) (the “Fund”) announced today the U.S. federal income tax treatment of its 2025 dividends and a $2.50739554 deemed distribution to shareholders of record as of December 31, 2025.
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| Webcasts
Register Now: 4Q25 FPA Funds Webcasts
Join FPA’s portfolio managers for a review of Q4 2025 fund performance, portfolio positioning, and current market insights. Each session will include a live Q&A session.
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| Fund Announcements
Source Capital Declares March, April, and May 2026 Distribution on Common Stock
The Board of Trustees of Source Capital (NYSE: SOR) (the “Fund”), approved maintaining the Fund’s regular monthly distribution rate for March, April, and May 2026.
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| Fund Announcements
Source Capital Provides Update on Discount Management Program and Private Credit Investments and Announces Q4 Webcast
The Board of Trustees of Source Capital today announced that for the Fund’s Discount Management Program measurement period from January 1, 2025 through December 31, 2025, the Fund traded at an average discount to net asset value of less than 10%.
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| Fund Announcements
Ben Mellman Named Co-Portfolio Manager of FPA Queens Road Small Cap Value Fund
The FPA Queens Road Small Cap Value Fund announced today that Ben Mellman has been named Co-Portfolio Manager alongside founding Portfolio Manager Steve Scruggs.
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| Quarterly Commentary
FPA Queens Road Value Fund 3Q25 Commentary
Quarterly commentary from the Queens Road Value Fund team sharing insights on markets, portfolio positioning and performance.
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| Fund Announcements
Source Capital Declares December 2025, January 2026, and February 2026 Distribution
The Board of Trustees of Source Capital approved maintaining the Fund’s regular monthly distribution rate for December 2025, January 2026, and February 2026 Distribution.
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| Webcasts
FPA New Income and Flexible Fixed Income Funds 3Q25 Webcast
A quarterly webcast with the New Income Fund team sharing their market views and portfolio updates.
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