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Phaeacian Global Value Fund Institutional Class Shares (FPRAX)
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26/05 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 75.28M
FPA Paramount
16.75
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0%
- Overview
- Profile
- Historical Data
- Holdings
FPRAX Overview
On this page you'll find an in-depth profile of Phaeacian Global Value Fund Institutional Class Shares. Learn about the key management, total assets, investment strategy and contact information of FPRAX among other information.
Investment Strategy
The investment seeks to provide above-average capital appreciation over the long-term while attempting to minimize the risk of capital loss. The fund seeks to identify investment opportunities across markets globally, including both developed and emerging countries. It typically invests in 30 to 60 companies the portfolio managers believe are high quality and financially strong, and that the portfolio managers believe have management teams that run the business well operationally and allocate capital in a way that builds share value over time.
Contact Information
Address
17 Old Kings Highway South
Darien,CT 06820
United States
Darien,CT 06820
United States
Phone
(800) 258-9668
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| 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 | ||
| Gregory A. Herr | Co-Founder | 2011 | 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 | ||
| Eric S. Ende | Partner | 2000 | 2013 |
| Biography | Eric S. Ende, Partner at FPA, joined the firm in 1984. Eric is a portfolio manager of Source Capital, Inc., a closed-end investment company; FPA Perennial Fund, Inc. and FPA Paramount Fund, Inc., open-end mutual funds; and the Small/Mid-Cap Quality Strategy. Prior to joining FPA, Eric worked as an analyst for The J. Paul Getty Trust, Occidental Petroleum and The Ford Motor Company. He earned a Bachelor’s degree in History (Cum Laude) from Yale College, a Master’s degree in Modern History (with honors) from Oxford University, and an MBA from New York University. | ||
| Steven R. Geist | Vice President | 2000 | 2013 |
| Biography | Steven R. Geist, CFA, Partner at FPA, joined the firm in 1992. Steve is a portfolio manager of Source Capital, Inc., a closed-end investment company; FPA Perennial Fund, Inc. and FPA Paramount Fund, Inc., open-end mutual funds; and the Small/Mid-Cap Quality Strategy. Previously, Steve worked as a research associate at Joel Mogy Investment Counsel and prior to that was an engineer for TRW. Steve received a Bachelor’s degree in Electrical Engineering (Magna Cum Laude) from New York University, a Master’s degree in Electrical Engineering from Purdue University, and an MBA from the University of California, Los Angeles. | ||
| William M. Sams | executive Vice President, Portfolio Manager | 1978 | 2000 |
| Biography | Sams is executive vice president and portfolio manager with First Pacific Advisors, his employer since 1981. He also worked with the company from 1969 to 1975. In the interim, he was a vice president with American General Capital Management. From 1966 to 1969, he was a vice president with Crown Western Mutual Funds. | ||
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