FPA possesses a mix of veteran and junior analysts ... Through January 2025, its 8.4% annualized gain lagged the S&P 500’s 14.0% and the MSCI ACWI’s 9.6%, though the fund slightly bettered ...

Flagship strategies FPA Crescent and FPA New Income represent ... The US Consumer Price Index clocked in at an average of 4.2% over the same stretch, though, leaving this portfolio and all but ...

5 It has been almost four years since we joined the FPA family and two and a half years since Ben joined. The Fund’s workflows and processes are progressing smoothly and the Fund is growing.

These investments had a weighted average life of 5.1 years and a weighted average duration of 4.6 years. We also sold High Quality corporate bonds and ABS backed by credit card receivables with an ...

On March 4, 2025, CSW Industrials, Inc. (NASDAQ:CSWI) stock closed at $301.81 per share with a market capitalization of ...