SOR - Source Capital, Inc.

NYSE - NYSE Delayed Price. Currency in USD

Source Capital, Inc.

11601 Wilshire Boulevard
Suite 1200
Los Angeles, CA 90025
United States
310-473-0225
http://www.fpafunds.com/sourcecapitalfund.asp

SectorFinancial Services
IndustryAsset Management
Full Time Employees

Key Executives

NameTitlePayExercisedYear Born
Mr. James Richard Atwood CPAManaging Partner, Chief Admin. Officer, COO, CFO & DirectorN/AN/A1961
Mr. Mark Landecker CFAPortfolio Mang.N/AN/AN/A
Mr. Gregory Allen Herr CFAPortfolio Mang.N/AN/A1973
Mr. Steven Todd Romick CFAPortfolio Mang.N/AN/A1966
Mr. Brian A. Selmo C.F.A., CFAPortfolio Mang.N/AN/A1978
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.

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, Inc.’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.