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Source Capital (SOR)

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42.13
+0.52
+(1.25%)
At close: January 28 at 3:59:50 PM EST

Key Executives

Amounts are as of December 31, 2017 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in USD.
NameTitlePayExercisedYear 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

2101 East El Segundo Boulevard
Suite 301
El Segundo, CA 90245
United States
800 982 4372 https://www.fpafunds.com/sourcecapitalfund.asp
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

Source Capital’s ISS Governance QualityScore as of N/A is N/A. The pillar scores are Audit: N/A; Board: N/A; Shareholder Rights: N/A; Compensation: N/A.
Corporate governance scores courtesy of Institutional Shareholder Services (ISS) Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.

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)

November 19, 2024 at 12:00 AM UTC

8-K: Corporate Changes & Voting Matters

September 6, 2024 at 12:00 AM UTC

N-CSRS: Periodic Reports

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

June 28, 2024 at 12:00 AM UTC

DEFA14A: Proxy Statements

June 25, 2024 at 12:00 AM UTC

DEFA14A: Proxy Statements

June 12, 2024 at 12:00 AM UTC

DEFA14A: Proxy Statements

June 5, 2024 at 12:00 AM UTC

DEFA14A: Proxy Statements

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