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Amid AI Headlines, Don’t Overlook Smaller Companies
This article explores how FPA’s Contrarian Value team seeks investment opportunities by looking beyond conventional benchmarks and market narratives. It highlights the research‑driven process used to search across markets and capital structures to identify long‑term value.
This article explores how FPA’s Contrarian Value team seeks investment opportunities by looking beyond conventional benchmarks and market narratives. It highlights the research‑driven process used to search across markets and capital structures to identify long‑term value.
FPA Nominated for 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship Award
FPA, an independent investment management firm with over a 70-year history of investing, is honored to have been nominated for the 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship Award.
Mark joined FPA in 2009. He serves as a Portfolio Manager for FPA. Prior to joining FPA, Mark served as Portfolio Manager at both Kinney Asset Management and Arrow Investments, Inc., and as associate at TD Capital and PricewaterhouseCoopers. Mark earned a BBA (with honors) from the Schulich School of Business, York University, Toronto, Canada. […]
Mark joined FPA in 2010. He is responsible for the management of the firm’s institutional business development and relationship management initiatives. From 2002 until 2010, Mark along with two partners, was responsible for the management and growth of Tiedemann Wealth Management. Previously he was with Richemont International, a multinational holding company controlled by the Rupert family. […]
Bob joined FPA in 1983. Bob served as Portfolio Manager for FPA Capital, Inc. and FPA New Income, Inc. from 1984 until 2010, and was named Partner Emeritus after his retirement in 2016. Prior to joining FPA, he served as Senior Portfolio Manager, Chairman’s Department of Kaufman & Broad, Inc., and Portfolio Manager at Transamerica […]
Abhi joined FPA in 2010. He serves as a Portfolio Manager and Co-Director of Research for FPA. Prior to joining FPA, Abhi was an investment analyst at Reservoir Capital Group and D.B. Zwirn & Co. and an investment banking analyst at UBS Warburg and Donaldson, Lufkin & Jenrette. He earned a Bachelor’s degree in Economics, […]
Ryan joined FPA in 2011. As Chief Client Officer, he is responsible for client relations, business development, and investment strategy enhancement and development for the Firm. From 2008 until 2011, he was an analyst at Morningstar, where he covered preeminent absolute value and multi-asset class mutual fund managers. Prior to joining Morningstar, Ryan was an […]
David joined FPA in 2016. He serves on FPA’s Management Committee and as Chief Operating Officer. Prior to joining FPA, he was a Senior Vice President at Oaktree Capital Management, L.P. Previously, David was a First Vice President in the Strategic Initiatives and Operational Risk Management Group at Countrywide Bank and Senior Project Manager at […]
Brian joined FPA in 2008. He serves as a Portfolio Manager and Director of Research for FPA. Prior to joining FPA, Brian was founder and managing member of Eagle Lake Capital, LLC, and Portfolio Manager of its predecessor. Previously, he was an analyst at Third Avenue Management and Rothschild, Inc. Brian earned a Bachelor’s degree in Economics […]
Steven joined FPA in 1996. He serves on FPA’s Management Committee and as a Portfolio Manager for FPA. Prior to joining FPA, Steven was Chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. Steven earned a Bachelor’s degree in Education from Northwestern University. He is a CFA® Charterholder.
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