SOR | Source Capital, Inc.

Market Cap (In USD)

365.38 Million

Revenue (In USD)

19.56 Million

Net Income (In USD)

53.63 Million

Avg. Volume

12.38 Thousand

Company Profile

Sector: Financial Services
Industry: Asset Management
CEO: Mr. James Richard Atwood CPA
Employee Count: -
Website: https://www.fpafunds.com/sourcecapitalfund.asp
Ipo Date: 1980-03-17
Details: 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.