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News & Insights
| Quarterly Commentary
Performance versus the Index was strong in the first half of 2025 and we are pleased with the results – particularly our ability to outperform when the markets were weak and volatile.
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| Quarterly Commentary
On April 2nd, the federal government announced historically high levels of tariffs on dozens of trade partners.
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| Quarterly Commentary
Following April’s tariff tantrum, the markets have fully recovered and are making new highs.
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| Quarterly Commentary
On April 2nd, the federal government announced historically high levels of tariffs on dozens of trade partners…
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| Quarterly Commentary
The first half of 2025 brought higher volatility, with the MSCI ACWI and S&P 500 declining by 16.3% and 18.9%, respectively, in a few days in April from their February peaks.
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| News
Steven Scruggs and Benjamin Mellman of Bragg Financial Advisors explain how their strategy grounds them during times of market dislocation…
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| Fund Announcements
The Board of Trustees of Source Capital maintaining the Fund’s regular monthly distribution rate for June, July, and August 2025.
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| FPA Insights
FPA Crescent was reclassified to Morningstar’s Global Moderate Allocation category, reflecting its global, flexible approach while maintaining the same long-term, value-driven strategy.
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| Webcasts
A quarterly webcast with the Crescent Fund team sharing their market views and portfolio updates.
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