Broker Check

Staub Financial - Interviews

Staub Financial - FPA Interview

Steven Romick 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.

  • 2013 Morningstar Allocation Manager of the Year
  • 2000-2010 Morningstar Finalist for Manager of the Decade

Staub Financial - First Eagle Interview

Trees don’t grow to the sky. We’ve warned against growth stocks and policy experimentation in our newsletters over the last few years. Following 40 years of decreasing rates and easy monetary policy, we are left with economic headwinds. To make sense of this, I was honored to sit down with one of the most respected figures in the investment world, Matt McLennan, lead manager of the 5-star rated First Eagle Global, who oversees $90B in assets. His unique insight into the economic landscape and how a true value-investor thinks leaves you with an appreciation for thoughtful investing — and life.