James Barrow 13.7% - Jeff Cardon 23.2% - Clyde McGregor and Edward Studzinski 18.2% - John Montgomery 7.89% - Steve Romick I didn't include all eight nominees for space reasons, but rest assured we'll look at them all come December. Recently
WellPoint ( WLP +1.7% ) trades at a discount to its HMO peers, which piques Steve Romick 's interest. At ~8x next year's earnings, there's a large margin of safety in WLP's stock price, despite Obamacare risks
narrow purview, while the other has a very wide latitude. FPA Crescent FPACX is a great fund run by "free-range chicken" Steve Romick . Romick has a lot of flexibility, though you shouldn't view this as one of those "one and done" funds that gives you
stocks short as well--although the latter strategy is done in small increments and is used primarily to mute volatility. Steve Romick , who's managed the fund since its 1993 inception, is a highly selective stock-picker: That portion of the portfolio
down-market years--the dotcom debacle of 2001 and 2002, for example, as well as 2008's financial crisis. Manager Steve Romick describes himself as a "free-range chicken," meaning that he can go anywhere in search of opportunities that offer good
Register ahead of time if you want to listen to Steve Romick 's Q3 conference call on Oct. 28. You can also submit a question during registration. http://fpafunds.com/articles/111007_Q3_CRE.html
Opportunistic Income: Jeffrey Gundlach , skipper of the DoubleLine Total Return Bond Fund (DBLTX). Contrarian Opportunity: Steven Romick , who runs the FPA Crescent (FPACX), among others. Three of his colleagues from First Pacific Advisors will also help
By Frank Voisin : A reader recently passed along a link to a recent Barron’s interview with Steven Romick of First Pacific Advisors’ “contrarian value” Crescent Fund, suggesting that I might be interested in reading what Mr
income and do you think that the expectations that they have for this asset class might not be aligned with the prospects? Steven Romick : Whenever portions flow into high yield, it's a rear view mirror, and people are in trouble if they're making that
and since you're seeing a lot of those opportunities close, what are the risks that investors should have on the radar? Steven Romick : Well, first, I'm not even sure the market's really sending things down for a few days. It seems like a few minutes