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Source Capital Q4/2025

Start Date:2/26/2026

Start Time:1:00 PM PST

Duration:60 minutes

Abstract:

Please join our investment teams as they review Fund performance, portfolio positioning, and provide their respective market outlook.

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Speakers

Steven Romick

CFA, Managing Partner

Steven joined FPA in 1996. He serves as a Portfolio Manager for FPA. Prior to joining the firm, Steven was Chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. Steven earned a Bachelor’s degree in Education from Northwestern University. He is a CFA® Charterholder.

Abhijeet Patwardhan

Partner

Abhi joined FPA in 2010. He serves as a Portfolio Manager and Director of Research for FPA. Prior to joining the firm, Abhi was an investment analyst at Reservoir Capital Group and D.B. Zwirn & Co. and an investment banking analyst at UBS Warburg and Donaldson, Lufkin & Jenrette. He earned a Bachelor’s degree in Economics, summa cum laude, and an MBA from the Wharton School of the University of Pennsylvania.

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