Steven Romick's Portfolio Shifts: A Closer Look at Becton Dickinson & Co and FPA Crescent Fund

martes, 3 de febrero de 2026, 7:46 pm ET1 min de lectura
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Steven Romick's FPA Crescent Fund added 17 stocks, including Becton Dickinson & Co, Azelis Group NV, and Amrize Ltd. The fund increased stakes in 9 stocks, including Fortune Brands Innovations Inc and CarMax Inc. Romick seeks value in all parts of a company's capital structure, including common and preferred stocks, and corporate and convertible bonds. The fund invests in securities with low cyclically-adjusted price-earnings ratios and trades at discounts to private market value.

Steven Romick's Portfolio Shifts: A Closer Look at Becton Dickinson & Co and FPA Crescent Fund

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