FPA
FPA Queens Road Value Fund
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 1 investment thesis and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year — follow all of FPA for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · QRVLX
- YTD+6.0%index +12.5%
- 1Y+15.4%index +16.3%
- 3Y · /yr+9.5%index +11.7%
- 5Y · /yr+11.3%index +11.7%
- 10Y · /yr+11.7%index +13.1%
- Inception · /yr+9.0%index +9.0%
Index: S&P 500 Value
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| FPA Queens Road Value Fund | +6.0% | +15.4% | +9.5% | +11.3% | +11.7% | +9.0% |
| S&P 500 Value | +12.5% | +16.3% | +11.7% | +11.7% | +13.1% | +9.0% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →