FPA Capital 3Q17: One of Those Rare Times to Own a Significant Position in Oil & Gas

FPA Capital Fund 3Q17 Commentary, September 2017 Portfolio Alterations As value investors, we recognize there are opportunities hidden in plain sight that allow us to invest in businesses at attractive valuations, such as when a thematic view impacts an entire sector and ignores company-specific details For this reason, tend to spend a reasonable amount of […]

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