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.
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Source Capital, Inc. Cmn Shs of BI is an asset management company headquartered in Los Angeles, United States. Xcout tracks 15 named people at Source Capital, Inc. Cmn Shs of BI, including Maureen Ann Quill (President & Director). Xcout recorded 7 job postings from Source Capital, Inc. Cmn Shs of BI in the last 90 days.
9 more named people on record for Source Capital, Inc. Cmn Shs of BI, with roles, board committees and tenure — see the full roster →
Xcout recorded 7 job postings from Source Capital, Inc. Cmn Shs of BI in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see Source Capital, Inc. Cmn Shs of BI's hiring signals →
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