Tag: episode_1911

ATTEBERRY: NEW LIFE FOCUS

September 9, 2022

Now that award-winning bond fund manager Tom Atteberry has retired from his daily portfolio management duties, how is he going to spend his time? In his new role as Senior Advisor at FPA, the bond markets won’t be entirely off his mind.

Watch the related WEALTHTRACK episode.

THE NEW INVESTMENT OPPORTUNITIES BEING DISCOVERED BY AWARD-WINNING FPA NEW INCOME FUND

September 9, 2022

The bond world changed dramatically in 2022. From several years of historically low to negative interest rates, as far as the eye could see, the horizon is now filled with rising rates across the globe. It’s a welcome change for yield-starved investors and fixed-income managers who have been coping with a record breaking yield drought.

One of them is this weekend’s guest who recently reopened his fund to new investors because of the “improved opportunity set.” He is Tom Atteberry, now Senior Advisor to FPA New Income Fund having just retired, as planned, from his portfolio manager duties in July of this year. He had been Portfolio Manager of the fund since 2004.

Atteberry will discuss why they have reopened the fund and where they are investing now. He will also share his current preference for asset-backed bonds over Treasuries and corporates.