Statistics
The Source Capital stock price is currently $ 47.09 with a total market cap valuation of $ 387.60M (8.23M shares outstanding). The Source Capital is trading on NYSE under the ticker sign SOR. Source Capital price is up
Description
Source Capital, Inc., known by its ticker SOR, is a closed-end, balanced investment fund under the management of First Pacific Advisors, LLC. Its investment mandate primarily targets the public equity markets within the United States, aiming to allocate capital across a broad spectrum of industry sectors. A core tenet of its strategy involves identifying value-oriented equities, specifically within the small and mid-capitalization segments. The construction of its portfolio is driven by a meticulous, bottom-up fundamental analysis. This involves a rigorous screening process that prioritizes companies exhibiting robust liquidity, conservative balance sheets (characterized by low leverage), and a proven long-term capacity to generate superior returns on invested capital. Source Capital's performance is gauged against a trio of prominent market benchmarks: the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. The fund itself was established on June 1, 1968, and operates from its base in the United States.
Company Profile
- Full Name: Source Capital
- Sector: Financial Services
- Website: https://www.fpafunds.com/sourcecapitalfund.asp
