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The man who sees disasters - Bob Rodriguez of FPA funds
FPA managers share similar outlook, but they execute their investment strategies differently. The interview with Romick is indeed very informative. Would you please post the transcript when it is available?
Personally I think it is premature for that investor to leave FPA Cresent. Over the past 10 years with 2 bear markets, this is one of the few funds that performed quite well.
Comments
While reading the article I remembered the posting on this board that someone was reducing/getting out of the fund.
Personally I think it is premature for that investor to leave FPA Cresent. Over the past 10 years with 2 bear markets, this is one of the few funds that performed quite well.