Key Executives
Name | Title | Pay | Exercised | Year Born |
---|---|---|---|---|
Mr. James Richard Atwood CPA | Managing Partner, Chief Administrative Officer, COO, CFO & Director | -- | -- | 1961 |
Mr. Mark Landecker CFA | Portfolio Manager | -- | -- | -- |
Ms. Maureen Ann Quill B.B.A. | President & Director | -- | -- | 1963 |
Mr. Steven Todd Romick CFA | Portfolio Manager | -- | -- | 1966 |
Mr. Brian Anthony Selmo C.F.A., CFA | Portfolio Manager | -- | -- | 1978 |
Source Capital
- Sector:
- Financial Services
- Industry: Asset Management
Description
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.
Corporate Governance
Upcoming Events
February 14, 2025 at 12:00 AM UTC
Ex-Dividend Date
March 6, 2025 at 10:59 AM UTC - March 10, 2025 at 12:00 PM UTC
Source Capital Earnings Date
March 31, 2025 at 12:00 AM UTC
Dividend Date
Recent Events
December 30, 2024 at 12:00 AM UTC
N-8A/A: Initial notification of registration under Section 8(a) filed on Form N-8A
November 25, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
August 29, 2024 at 12:00 AM UTC
NPORT-P: Monthly Portfolio Investments Report on Form N- PORT (Public)
August 23, 2024 at 12:00 AM UTC
N-PX: Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX