FIRST PACIFIC Overview

First Pacific Advisors Llc is an investment advisor that manages 33.6 BN dollars in regulatory AUM and has 75 employees, of which 30 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/06 to 09/30/16. The fund's latest filing disclosed 12BN in positions, representing 36% of the manager's regulatory AUM.

FIRST PACIFIC StockAlpha

-2.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FIRST PACIFIC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ORCL 7.15% Tech -1.61% 0.04% 1 29%
AIG 5.7% Financials 7.43% -0.56% 1 20%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

FIRST PACIFIC Founders and Key Employees

Name Title In Position Since
Robert L. Rodriguez Managing Partner September-2006
James R. Atwood Managing Partner September-2006
Steven T. Romick Managing Partner September-2006
Dennis M. Bryan Partner September-2006
Eric S. Ende Partner September-2006
Thomas H. Atteberry Partner September-2006
Mark Landecker Partner January-2013
Brian A. Selmo Partner January-2013
Leora R. Weiner Managing Director, General Counsel & Chief Compliance Officer June-2014
Steven R. Geist Partner September-2006

FIRST PACIFIC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

FIRST PACIFIC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FPA seeks investment opportunities based primarily on a value investing style. FPA strives to generate competitive returns over the long-term coupled with capital preservation. FPA’s equity and fixed income styles are linked by a common fundamental value orientation. FPA’s goal is to provide consistent, risk-adjusted and disciplined approach to long-term investing in individual securities with the objectives of achieving superior total returns for client portfolios over market cycles.

Methods of Analysis

FPA uses a variety of sources of information to facilitate methods of analysis. In particular, FPA may consult with research analysts, specific broker-dealers, economists and others in formulating investment strategies. FPA may also attend company presentations and participate in interviews and industry sponsored conferences. FPA may engage in discussions with ma...
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FIRST PACIFIC Portfolio Concentration

FIRST PACIFIC Location

11601 WILSHIRE BOULEVARD
SUITE 1200
LOS ANGELES, California
UNITED STATES, 90025

FIRST PACIFIC Contact Information

Phone Number: 800-982-4372
Fax Number: 310-996-5450
Website:

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