| Quarterly Commentary
FPA New Income Fund 2Q24 Commentary
FPA New Income Fund (the “Fund”) returned 0.97% in the second quarter of 2024 and 1.84% year-todate through June 30, 2024.
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Category: Quarterly Commentary
| Quarterly Commentary
FPA Crescent Fund 2Q24 Commentary
The FPA Crescent Fund – Institutional Class (“Fund” or “Crescent”) gained 2.67% in Q2 2024 and 16.37% in the trailing twelve months.
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| Quarterly Commentary
FPA Queens Road Value Fund 1Q24 Commentary
FPA Queens Road Value Fund (“Fund”) returned 13.16% for the first quarter of 2024. This compares to the S&P 500 Value Index return of 8.05% for the same period.
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| Quarterly Commentary
FPA Flexible Fixed Income Fund 1Q24 Commentary
Uncertainty about the pace of disinflation led to an increase in risk-free rates during the quarter
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| Quarterly Commentary
FPA Crescent Fund 1Q24 Commentary
The FPA Crescent Fund – Institutional Class gained 5.93% in Q1 2024 and 20.46% in the trailing twelve months
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| Quarterly Commentary
FPA New Income Fund 1Q24 Commentary
Uncertainty about the pace of disinflation led to an increase in risk-free rates during the quarter
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| Quarterly Commentary
FPA Queens Road Small Cap Value Fund 1Q24 Commentary
FPA Queens Road Small Cap Value Fund returned 3.36% in the first quarter of 2024 vs. 2.90% for the Russell 2000 Value Index
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| Quarterly Commentary
FPA Queens Road Value Fund 4Q23 Commentary
FPA Queens Road Value Fund (“Fund”) returned 11.75% for the fourth quarter of 2023.
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| Quarterly Commentary
FPA Queens Road Small Cap Value Fund 4Q23 Commentary
FPA Queens Road Small Cap Value Fund (“Fund”) returned 13.09% in the fourth-quarter of 2023 vs. 15.26% for the Russell 2000 Value Index
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