Source Capital Closed Fund
SOR · NYSE · Financial Services / Asset Management
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About
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.
Company Details
- SectorFinancial Services
- IndustryAsset Management
- CEOMr. James Richard Atwood CPA
- Employees0
- Headquarters2101 East El Segundo Boulevard, El Segundo, CA, United States, 90245, USA
- Websitehttps://www.fpafunds.com/sourcecapitalfund.asp
Leadership
- Mr. James Richard Atwood CPAManaging Partner, Chief Administrative Officer, COO, CFO & Director · b. 1961
- Mr. Mark Landecker CFAPortfolio Manager
- Ms. Maureen Ann QuillPresident & Director · b. 1963
- Mr. Steven Todd Romick CFAPortfolio Manager · b. 1966
- Mr. Brian Anthony Selmo C.F.A.Portfolio Manager · b. 1978