FPA Crescent Fund 4Q18 Commentary – Financials, Communication services, and information technology 43% of the portfolioJacob Wolinsky
FPA Crescent Fund commentary for the fourth quarter ended December 31, 2018.
- Added new long equity positions in General Electric (GE) perpetual preferred stock, Glencore (GLEN) and Signature Bank (SBNY). In fixed income, we increased our Puerto Rico municipal bond exposure by purchasing . . .
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