11601 Wilshire Boulevard
Suite 1200
Los Angeles, CA 90025
United States
800 982 4372
https://www.fpafunds.com/sourcecapitalfund.asp
Secteur(s): Financial Services
Secteur d’activité: Asset Management
Employés à temps plein:
Nom | Titre | Payer | Exercé | Année de naissance |
---|---|---|---|---|
Mr. James Richard Atwood CPA | Managing Partner, Chief Administrative Officer, COO, CFO & Director | S.O. | S.O. | 1961 |
Mr. Mark Landecker CFA | Portfolio Manager | S.O. | S.O. | S.O. |
Mr. Steven Todd Romick CFA | Portfolio Manager | S.O. | S.O. | 1966 |
Mr. Brian A. Selmo C.F.A., CFA | Portfolio Manager | S.O. | S.O. | 1978 |
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.
L’ISS Governance QualityScore de Source Capital, Inc. en date du S.O. est S.O.. Les scores principaux sont Audit : S.O.; Société : S.O.; Droits des actionnaires : S.O.; Compensation : S.O..