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Joined 2022 (Sub-Adviser)

Ben Mellman

Portfolio Manager, Bragg Financial Advisors, Inc.

Ben serves as a portfolio manager to the FPA Queens Road Small Cap Value Fund. Ben joined the Fund as a senior analyst in 2022. Previously, Ben spent ten years at International Value Advisers (“IVA”) where he was the senior analyst covering industrials and aero/defense with additional experience in financials, real estate, and telecom, media and technology. Before IVA, Ben worked for RG Niederhoffer Capital Management, a managed futures fund, as a quantitative analyst and trader. Ben received both his BA and MBA from Columbia University.

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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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