| Quarterly Commentary
FPA New Income Fund 4Q24 Commentary
FPA New Income Fund (the “Fund”) returned -1.08% in the fourth quarter of 2024 and 4.59% for the year ended December 31, 2024.
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Category: Quarterly Commentary
| Quarterly Commentary
FPA Queens Road Small Cap Value Fund 4Q24 Commentary
The FPA Queens Road Small-cap Value Fund (“Fund”) returned 2.38% for the fourth quarter of 2024 compared to a -1.06% return for the Russell 2000 Value Index in the same period.
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| Quarterly Commentary
FPA Crescent Fund 3Q24 Commentary
The FPA Crescent Fund – Institutional Class (“Fund” or “Crescent”) gained 3.70% in Q3 2024 and 21.27% in the trailing twelve months.
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| Quarterly Commentary
FPA Flexible Fixed Income Fund 3Q24 Commentary
FPA Flexible Fixed Income Fund (the “Fund”) returned 3.86% in the third quarter of 2024 and 6.34% yearto-date through September 30, 2024.
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| Quarterly Commentary
FPA Queens Road Small Cap Value Fund 3Q24 Commentary
The FPA Queens Road Small Cap Value Fund (“Fund”) returned 7.48% in the third quarter of 2024 vs. 10.15% for the Russell 2000 Value Index (“R2KV”).
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| Quarterly Commentary
FPA New Income Fund 3Q24 Commentary
FPA New Income Fund (the “Fund”) returned 3.82% in the third quarter of 2024 and 5.73% year-to-date through September 30, 2024.
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| Quarterly Commentary
FPA Queens Road Value Fund 2Q24 Commentary
FPA Queens Road Value Fund (“Fund”) returned -1.07% for the second quarter of 2024.
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| Quarterly Commentary
FPA Flexible Fixed Income Fund 2Q24 Commentary
FPA Flexible Fixed Income Fund (the “Fund”) returned 1.20% in the second quarter of 2024 and 2.39% year-to-date through June 30, 2024.
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| Quarterly Commentary
FPA Queens Road Small Cap Value Fund 2Q24 Commentary
The FPA Queens Road Small-cap Value Fund (“Fund”) returned -2.62% in the second quarter of 2024.
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