| Quarterly Commentary
FPA Queens Road Value Fund 1Q25 Commentary
The FPA Queens Road Value Fund (“Fund”) returned -2.28% for the first quarter of 2025. This compares to the S&P 500 Value Index return of 0.28% for the same period.
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News & Insights
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Use the category 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 1Q25 Commentary
The FPA Queens Road Small-cap Value Fund (“Fund”) returned -2.51% in the first quarter of 2025 vs. -7.74% for the Russell 2000 Value Index (“R2KV”).
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| Quarterly Commentary
FPA Flexible Fixed Income Fund 1Q25 Commentary
Through the end of March, the trailing economic data suggested a healthy economy with a low unemployment rate and inflation that, while still above the Federal Reserve’s 2% inflation target, generally trended toward that target.
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| Quarterly Commentary
FPA Crescent Fund 1Q25 Commentary
The FPA Crescent Fund – Institutional Class (“Fund” or “Crescent”) declined 0.20% in Q1 2025 but gained 7.37% in the trailing twelve months.
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| Webcasts
FPA New Income and Flexible Fixed Income Funds 1Q25 Webcast
A quarterly webcast with the Flexible Fixed Income team sharing their market views and portfolio updates.
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| Fund Announcements
Source Capital Declares April and May 2025 Distribution on Common Stock
Board of Trustees of Source Capital approved maintaining the Fund’s regular monthly distribution rate.
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| News
FPA Donates to FireAid in Support of Los Angeles Area Relief Efforts
In support of our community, recently devastated by wildfires, FPA has contributed $100,000 to FireAid.
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| Fund Announcements
Source Capital Responds to 180 Degree Capital Corp.
Source Capital is disappointed that the Board of Directors of 180 Degree Capital Corp. quickly rejected Source’s non-binding initial proposal.
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| Fund Announcements
Source Capital Proposes Merger With 180 Degree Capital Corp.
Source Capital is interested in discussing a potential merger with 180 Degree Capital Corp.
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