FPA Capital 1Q17 Commentary – Positioning for Downturn, Oil Thesis, BW, VSTO, WDC

FPA Capital Fund 1Q17 Commentary, April 6, 2017 Deja Vu Side effects of running a highly focused portfolio is volatility; at one point during last year’s first quarter, portfolio returned -13.26% but ended the year up 22.86% This quarter was another one of those with a -3.73% return Market Commentary As of end of 1Q17, […]

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