23c489bf_1__2013___Mutual_Fund_Observer__What_was_I__or_am_I__thinking_
[0] FPA Crescent [1] FPACX [Portfolio weight] 17
Crescent is my surrogate for a hedge fund: Mr. Romick has a strong contrarian streak, the ability to invest in almost anything and a phenomenal record of having done so. If you really wanted to control your asset allocation, this would make it about impossible. I don’t.
September 1, 2013 | Mutual Fund Observer
What was I, or am I, thinking?