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Joined 2023

Amit Patel, CFA

Vice President, Credit Senior Analyst

Amit joined FPA in 2023. He serves as an Analyst for FPA. Prior to joining FPA, Amit was an associate within the direct lending group at First Western Trust Financial, a manager within the project finance group at Candela Renewables, and a senior financial analyst within the project finance group at NextEra Energy Resources. He earned a Bachelor’s degree in Economics and Mathematical Methods in Social Sciences from Northwestern University and an MBA from the University of Virginia. He is a CFA^® Charterholder.

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Investments, including investments in mutual funds, carry risks and investors may lose principal value. The information included in this website is based on the assumptions and analysis made and believed to be reasonable by FPA. However, no assurance can be given that FPA’s opinions or expectations will be correct. The information included herein is intended for informational purposes only and should be not considered a recommendation or solicitation to purchase securities. Past performance is no guarantee of future results.

The FPA open-end mutual funds and ETFs are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC and FPA are not affiliated.

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