| Quarterly Commentary
FPA Flexible Fixed Income Fund 4Q23 Commentary
With inflation progressing towards the Federal Reserve’s 2% inflation objective, the Federal Reserve held the Fed Funds rate constant
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News & Insights
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Category: Quarterly Commentary
| Quarterly Commentary
FPA New Income Fund 4Q23 Commentary
Quarterly commentary from the New Income Fund team sharing insights on markets, portfolio positioning and performance.
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| Quarterly Commentary
FPA Crescent Fund 4Q23 Commentary
The FPA Crescent Fund – Institutional Class gained 7.52% in Q4 2023
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| Quarterly Commentary
FPA Queens Road Value Fund 3Q23 Commentary
FPA Queens Road Value Fund (“QRV Fund”) returned -2.88% in the third quarter of 2023.
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| Quarterly Commentary
FPA Queens Road Small Cap Value Fund 3Q23 Commentary
FPA Queens Road Small Cap Value Fund (“Fund”) returned -2.25% in the third quarter of 2023
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| Quarterly Commentary
FPA New Income Fund 3Q23 Commentary
FPA New Income Fund (the “Fund”) returned 1.32% in the third quarter of 2023.
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| Quarterly Commentary
FPA Crescent Fund 3Q23 Commentary
The FPA Crescent Fund– Institutional Class declined 0.49% in Q3 2023 but gained 21.28% in the trailing twelve months
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| Quarterly Commentary
FPA Flexible Fixed Income Fund 3Q23 Commentary
FPA Flexible Fixed Income Fund (the “Fund”) returned 1.20% in the third quarter of 2023 and 4.72% year-to-date
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| Quarterly Commentary
FPA Queens Road Value Fund 2Q23 Commentary
FPA Queens Road Value Fund (“QRV Fund”) returned 5.67% in the second quarter of 2023.
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