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The Sherman Show Podcast Guests
Steven Romick Bio Page
Posted: Tuesday, December 31, 2019

Steven Romick, CFA

Portfolio Manager

Source Capital, Investment Team, Equity and Asset Allocation

FPA Advisors

 

Steve Romick, is a managing partner and portfolio manager at Los Angeles-based First Pacific Advisors. He is the founding Portfolio Manager for The FPA Crescent Fund and a Portfolio Manager of Source Capital, a closed-end fund. Since 1993, FPA Crescent’s goal has been to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital. Among other awards and nominations, he and his co-portfolio managers were named Morningstar’s U.S. Allocation Fund Manager of the Year in 2013 and he was nominated for Morningstar’s Domestic Fund Manager of the Decade in 2009.

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