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You are here: Manager factsheet

First Pacific Advisors LLC
Nedgroup Investments (IOM) Ltd
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Manager profile
FPA is an independently owned asset management company based in Los Angeles, California. The FPA approach seeks to provide, equity-like returns over the long term while avoiding permanent impairment of capital. They seek the broadest possible mandate and invest across different asset classes, capital structures and geographies. They utilise deep research (top down and bottom up) to minimize risk. FPA was founded in 1953 and have managed the Nedgroup Investments Global Flexible Feeder Fund since June 2013.
Total return for First Pacific Advisors LLC
Manager career performance
Discrete calendar year performance : First Pacific Advisors LLC

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
First Pacific Advisors LLC 16.4 4.3 -1.2 23.7 -2.2 6.6 1.2 4.9 29.8 4.4
Peer Group Composite 11.6 0.4 -7.1 8.6 1.3 5.5 -1.9 4.1 18.6 0.1
Over / Under 4.8 3.9 5.9 15.1 -3.5 1.1 3.1 0.8 11.2 4.3
Performance vs peer group composite: First Pacific Advisors LLC
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Nedgroup Global Flexible Co-managed FO Mixed Asset - Flexible since Jun 17 2013 to present
Nedgroup Contrarian Value Equity Lead manager FO Equity - International since Jun 01 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Fund The contrarian value fund that made money with Alphabet, Meta and Amazon By Matteo Anelli  12-Sep-2024
Sector David vs Goliath: Why this fund manager is shorting tech giants By Jonathan Jones  30-Aug-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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