FPA Capital FPPTX
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Caution: Danger Ahead
… 2000 returned 1.9% and 2.6%, respectively. The Russell barely beat the CPI’s 2.5% average inflation rate. The FPA Capital Fund, my equity fund, attained an 8.2% return, with considerably less risk than the market indexes, since liquidity …
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What Makes FPA Crescent Tick?
… energy stocks for years, as did small-blend fund FPA Capital FPPTX (the latter still does). Furthermore, Romick is ..... managers. However, as firm CEO and former longtime FPA Capital manager Robert Rodriguez has stepped away from portfolio …
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Do the Morningstar Fund Manager of the Year Awards Have Staying Power?
… Jeff Vinik Fidelity Magellan 3 1994 Bob Rodriquez FPA Capital 3 1995 Jack LaPorte T. Rowe Price New Horizons 3 ..... except for a repeat award given to Bob Rodriquez of FPA Capital FPPTX . The recent Fixed-Income award managers have delivered …
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How FPA Capital Stacks the Odds in Energy Picks… led to the energy overweight in the FPA Capital fund? Rikard Ekstrand : We actually ..... operations in terms of what we do for the FPA Capital Fund have been in place for the last ..... the efforts in the management of the FPA Capital Fund. In terms of how we do it, it …
Question: What led to the energy overweight in the FPA Capital fund? Rikard Ekstrand : We actually started investing in energy back in early '99, when oil prices were $10 and natural gasof 2011. The operations in terms of what we do for the FPA Capital Fund have been in place for the last couple decades. I've been working with Bob since 1993 and Rik since 1999. So we're well endowed with the efforts in the management of the FPA Capital Fund. In terms of how we do it, it's really the philosophy and the strategy that are key. And the strategy is -
The Deflationary Pressures of Inflation
… such views pretty frequently. This past summer at Morningstar's annual conference, Bob Rodriguez, manager of FPA Capital FPPTX , touted cash over all other assets. Jeremy Grantham of Grantham Mayo Van Otterloo & Co.--who seems to always …
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Stock Pickers Are No Longer the Stars
… will retire. “The industry stinks,” says Robert L. Rodriguez, the chief executive of First Pacific Advisors, whose FPA Capital fund declined 34 percent in 2008, but rebounded by 53 percent in 2009 and 24 percent last year.
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Flexing After an Energy Boost
Link Like Mr. Dowd, Dennis M. Bryan and Rikard B. Ekstrand, co-managers of the FPA Capital fund, are willing to bet big: their fund held only 20 stocks at the end of 2010. Even more striking, it had a huge amount of …
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Suggested advisor for retirement plan
… fund shops that I am considering contacting to find a manager include: Wellington, Nuveen, Manning & Napier, Blackrock, FPA Capital , Oakmark, IVA Funds, and First Eagle Funds. After reading more than posting on this board I am impressed with the knowledge …
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Good Nutrition in the New Year
FPA Capital FPPTX will close to new investors on July 9, 2004, manager Bob Rodriguez ..... environment, he is not hesitant to hold sizeable cash stakes. According to FPA Capital 's most recent prospectus, the fund's assets have risen 159% from …
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SEP IRA Portfolio Advice
… Please let me know what you think of my SEP IRA Portfolio: Large 15% Fairholme (FAIRX) 10% Yacktman Fund (YACKX) 10% FPA Capital (FPACX) 10% Marisco Flexible Capital (MFCFX) Medium 10% Tilson Dividend Fund (TILDX) 10% GRT Vallue Advisor Fund …