SOURCE CAPITAL /DE/

A value-oriented closed-end fund focused on total return and capital preservation.

SOR | US

Overview

Corporate Details

ISIN(s):: US8361441053
LEI:
Country:: United States of America
Address:: 235 W. GALENA STREET, 53212 MILWAUKEE
Website:: https://fpa.com/funds/overview/source-capital
Sector:: Mining and quarrying
Industry:: Extraction of natural gas

Description

Source Capital (Ticker: SOR) is a publicly-traded, closed-end investment fund managed by First Pacific Advisors, LP (FPA). The fund's primary objective is to achieve maximum total return for its shareholders through a combination of capital appreciation and investment income, while prioritizing the protection of invested capital. It employs a flexible, value-oriented investment strategy with an absolute return focus. The fund's managers conduct deep, independent, and fundamental research to identify compelling opportunities across various capital structures, geographies, sectors, and market capitalizations. This approach allows for dynamic allocation between equity and fixed-income securities, with the stated goal of avoiding permanent capital impairment. Established in 1968, the fund was reorganized into a Delaware Trust effective January 1, 2025.

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Insider Transactions

Date	Insider Name	Position	Type	Shares	Value
No insider transactions recorded for this company.

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