SOR Profile
Source Capital, Inc. is a closed-ended balanced fund launched and overseen by First Pacific Advisors, LLC. This investment vehicle primarily targets the public equity markets within the United States, focusing on companies across diverse sectors. Specializing in value stocks of small to mid-sized firms, the fund utilizes a rigorous bottom-up stock selection strategy, emphasizing criteria such as robust liquidity, conservative leverage profiles, and sustained potential for superior returns on invested capital.
Founded on June 1, 1968, Source Capital, Inc. benchmarks its investment performance against prominent indices including the Russell 2500 Index, S&P 500 Index, and Nasdaq Composite Index. This approach underscores its commitment to delivering competitive returns relative to broader market benchmarks. Managed by First Pacific Advisors, LLC, the fund benefits from a seasoned investment team's expertise and a disciplined approach to portfolio management.
Beyond its core strategy of investing in value-oriented equities, Source Capital, Inc. also integrates a balanced approach by allocating capital across various asset classes, aiming to optimize risk-adjusted returns for its shareholders. This investment philosophy is geared towards providing long-term capital appreciation while preserving principal, aligning with the diverse financial goals of its investor base.
Headquartered in the United States, Source Capital, Inc. exemplifies stability and longevity in the financial markets, reflecting its enduring presence as a respected participant in the investment management industry. With a history of prudent investment practices and a focus on fundamental analysis, the fund continues to uphold its commitment to generating value for investors through strategic portfolio management and disciplined execution of its investment strategies.
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