Source Capital, Inc. Cmn Shs of BI competitors & alternatives

Similar asset management company

The Scottish Oriental Smaller Companies Trust plc operates as a closed-ended equity investment fund, with primary management provided by First Sentier Investors (UK) Funds Limited and co-management duties shared with First State Investment Management (UK) Limited. This trust strategically invests in public stock markets throughout Asia, explicitly excluding Japan and Australasia. Its investment approach focuses on purchasing shares of companies operating across a variety of sectors, with a significant preference for small-capitalization firms valued at under $1.5 billion. The fund's performance is evaluated against the MSCI AC Asia (ex Japan) Index. Established in the United Kingdom on March 29, 1995, it continues to be domiciled there.

ArrowMark Financial Corp.BANX · Asset ManagementNew York City, United States

68% matchPublic

Similar asset management company

StoneCastle Financial Corp., a closed-end mutual fund managed by StoneCastle Asset Management LLC, implements a diversified investment approach. Its equity holdings are primarily concentrated in publicly traded companies within the U.S. banking industry, specifically including dividend-paying growth and value stocks. As for its fixed-income allocation, the fund invests in subordinated debt securities that maintain a Kroll Ratings assessment of BBB- or higher. The fund builds its portfolio through a meticulous bottom-up, fundamental analysis strategy. This process involves a comprehensive review of past and future financial data, direct interviews with the management and essential personnel of potential banking investments, and the development of detailed financial models and projections. Furthermore, the fund carefully monitors broader economic indicators, such as changes in interest rates, unemployment rates, home prices, and overall economic activity. Proprietary research also plays a crucial role in shaping its investment choices. StoneCastle Financial Corp. was established on February 7, 2013, and is domiciled in the United States.

Similar asset management company

Sprott Focus Trust, Inc. functions as a closed-end investment vehicle, concentrating its holdings within the public equity markets of the United States. Established and overseen by Sprott Asset Management, LP, the fund also benefits from the co-management expertise of Sprott Asset Management USA Inc. Its investment strategy primarily targets undervalued companies across a diverse array of sectors and market capitalizations. To assess its performance, the trust measures its results against the Russell 3000 Index. Founded on March 2, 1988, and domiciled in the U.S., it was formerly recognized as Royce Focus Trust, Inc.

Similar asset management company

Established by GAMCO Investors, Inc., The Gabelli Global Small and Mid Cap Value Trust functions as a closed-end equity investment vehicle managed by Gabelli Funds, LLC. This trust deploys capital across public equity markets worldwide, aiming to acquire shares in companies operating within diverse sectors. Its core investment approach concentrates on undervalued small and medium-sized enterprises, specifically those with a market capitalization of $12 billion or less. Portfolio performance is measured against the MSCI World SMID Cap Index. The fund was inaugurated on August 19, 2013, and is legally based in the United States.

BROWN ADVISORY US SMALLER CO'S PLCBASC · Asset ManagementLondon, United Kingdom

65% matchPublicAI 28/100 ▲Green 0/100

Similar asset management company

Jupiter US Smaller Companies PLC is a closed-ended equity fund managed by Jupiter Unit Trust Managers Limited. This UK-domiciled entity, established on January 1, 1993, primarily invests in the public equity markets of the United States. The fund's strategy involves acquiring value stocks from diverse sectors, specifically targeting small and mid-cap companies with market capitalizations between $100 million and $5 billion. Its investment returns are measured against the Russell 2000 Index.

Similar asset management company

Established on September 23, 1988, Franklin Universal Trust operates as a U.S.-domiciled, closed-end balanced mutual fund. It was initiated by Franklin Resources, Inc. and is actively managed by Franklin Advisers, Inc. The fund directs its capital towards the public equity and fixed income markets throughout the United States, specifically focusing its equity investments on the utility sector. Employing fundamental analysis, it constructs a diverse portfolio comprising corporate debt instruments and dividend-yielding utility stocks. For performance evaluation, the trust measures its equity holdings against the S&P 500 Electric Utilities Index, while its fixed income components are benchmarked against the Credit Suisse High Yield.

Similar asset management company

Schroder UK Mid Cap Fund plc functions as a closed-ended equity investment trust, primarily focusing on public companies listed in the United Kingdom. Schroder Unit Trusts Ltd. oversees its operations, with Schroder Investment Management Limited acting as co-manager. The fund strategically allocates capital to growth-oriented, mid-capitalization stocks across diverse sectors within the UK market. Its investment methodology is grounded in fundamental analysis, scrutinizing elements like a company's strong leadership, proven past performance, promising future prospects, and formidable market position when constructing its portfolio. The fund benchmarks its returns against the FTSE 250 (excluding Investment Companies) Index. Formed on April 1, 1983, and legally domiciled in the United Kingdom, it was formerly recognized as Schroder UK Mid & Small Cap Fund plc.

Similar asset management company

MidCap Financial Investment Corporation (MFIC) operates as an externally managed, non-diversified, closed-end investment fund, registered as a business development company (BDC) under the Investment Company Act of 1940. The firm specializes in providing private equity and debt capital to private middle-market companies, supporting initiatives such as leveraged buyouts, corporate acquisitions, recapitalizations, growth capital, and refinancing. MFIC offers a comprehensive range of financing instruments, including direct equity investments, preferred and common equity, warrants, and equity co-investments. Its debt solutions encompass mezzanine, first-lien secured, stretch senior, unitranche, second-lien secured, senior secured, unsecured, and subordinated loans. Beyond these core offerings, the fund also participates in Private Investments in Public Equity (PIPEs), acquires assets in the secondary market, and invests in structured products. While primarily focused on private ventures, MFIC may also allocate capital to thinly traded public company securities, cash equivalents, U.S. government debt, short-term high-quality debt, high-yield and distressed debt, and international investments, alongside collateralized loan obligations (CLOs) and credit-linked notes (CLNs). The company's investment focus is primarily within the United States, targeting a broad spectrum of industries. These include construction and building materials, diverse business services, manufacturing (plastics, rubber, chemicals, aerospace & defense), advertising, capital equipment, education, various technology sectors (cable television, telecommunications, high tech, automation), consumer goods and services (durable and non-durable products, retail, hospitality, food & beverage), energy (oil & gas, electricity, utilities), financial services, healthcare and pharmaceuticals, media (diversified, production, printing, publishing), wholesale, environmental services, and transportation (aviation, cargo, distribution). MFIC typically commits between $20 million and $250 million to each portfolio company, with investments generally structured to mature within five to ten years.

Financial 15 Split Corp.FTN · Asset ManagementToronto, Canada

64% matchPublic

Similar asset management company

Financial 15 Split Corp. is a closed-end equity mutual fund, initially established by Quadravest Inc., with Quadravest Capital Management Inc. serving as its investment manager. The fund's strategy involves allocating capital to publicly traded equities in the United States and Canadian markets. It primarily concentrates its investments in the shares of companies operating within the financial sector. This Canadian-domiciled fund began operations on November 14, 2003.

Similar asset management company

BMO Global Smaller Companies PLC operates as a closed-ended equity investment trust, with F&C Investment Business Ltd responsible for its management. The trust's core objective is to invest in publicly traded small-capitalization companies across various global sectors. Its strategy involves identifying both growth-oriented and value opportunities within the small-cap market. Portfolio construction is guided by rigorous fundamental analysis, examining factors such as the caliber of management, competitive position within target markets, future growth blueprints, and the robustness of cash flow generation. To evaluate its performance, the fund employs a composite benchmark consisting of 30% Numis UK Smaller Companies (excluding investment companies) Index and 70% MSCI All Country World ex UK Small Cap Index. Originally founded on February 15, 1889, under the name F&C Smaller Companies plc, the entity is domiciled in the United Kingdom.

Similar asset management company

The Royce Global Value Trust, Inc. (RGT) operated as a closed-end equity investment vehicle, established and managed by Royce & Associates, LLC. Its strategy involved allocating capital to publicly traded companies across international markets, ensuring diversification across numerous industries. The fund concentrated its investments on value-oriented equities within the small-capitalization and micro-capitalization segments. Its portfolio's performance was measured against the Russell Global SC Index. Formed in the United States on November 26, 1986, the trust maintained its domicile there.

HENDERSON FAR EAST INCOME LDHFEL · Asset ManagementLondon, United Kingdom

64% matchPublic

Similar asset management company

Henderson Far East Income Limited operates as a closed-end balanced investment vehicle, primarily established and overseen by Henderson Investment Funds Limited, with its investment strategies executed by Henderson Global Investors Limited. It primarily channels capital into publicly traded equities and fixed-income instruments across the expansive Pacific region, specifically targeting markets in Australasia, Japan, and India. The fund's stock holdings are spread across a wide range of industries. This long-standing entity was founded on May 1, 1930, and is legally based in Jersey, Channel Islands.