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The investment seeks to provide above average capital appreciation over the long term while attempting to minimize the risk of capital loss. The fund primarily seeks to identify investment opportunities across international markets, including both developed and emerging countries. The manager does not expect to invest more than 35% of its assets in securities of companies domiciled in emerging markets, however, the fund's investments in emerging markets may exceed this amount depending on market opportunities. It is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Gregory A. Herr | Co-Founder | 2022 | 2022 |
Biography | Mr. Herr co-founded the Adviser in 2020. He was a Managing Director of the adviser to the predecessor to the Fund, First Pacific Advisors, LP (“FPA”), from 2013-2020. Mr. Herr previously served as Vice President and Portfolio Manager of Source Capital, Inc. from 2013 to August 2015, Vice President and Portfolio Manager of FPA Perennial Fund, Inc. (now known as FPA U.S. Value Fund, Inc.) from 2013 to August 2015 and Vice President of FPA from 2007 to 2013. Mr. Herr serves as Vice President and Portfolio Manager of Phaeacian Global Value Fund (“Global Value Fund”), a series of the Trust, and served in the same role to the predecessor to the Fund since 2011 | ||
Pierre O. Py | Co-Founder | 2011 | 2022 |
Biography | Mr. Py co-founded the Adviser in 2020. He was a Managing Director of the adviser to the predecessor to the Fund, FPA, from 2013-2020. Mr. Py previously served as Vice President of FPA from 2011 to 2013, President and Chief Investment Officer of the predecessor to the Fund from 2013 to February 2015 and as a senior international investment analyst at Harris Associates from 2005 to 2010. Mr. Py serves as Vice President and Portfolio Manager of Phaeacian Accent International Value Fund (“Accent International Value Fund”), a series of the Trust, and Vice President and Portfolio Manager of Phaeacian Global Value Fund (“Global Value Fund”), a series of the Trust, and served in those same roles to the predecessors to the Funds since 2011, respectively | ||
Eric J. Bokota | Portfolio Manager/Vice Presidents | 2011 | 2012 |
Biography | Eric J. Bokota serves as the Fund's Portfolio Manager. Mr. Bokota joined the Adviser First Pacific Advisors, LLC as Vice Presidents in September 2011. Prior to joining the Adviser, Mr. Bokota was an International Research Analyst for Harris Associates from 2004 to 2010. |
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