About Source Capital Closed Fund
Source Capital Closed Fund (NYSE:SOR) operates as a closed-end investment fund aiming to deliver both current income and capital appreciation by investing primarily in a diverse portfolio of stocks, bonds, and other securities. Its investments span various sectors and industries, aligning with its objective to achieve long-term growth and income for its shareholders. With a strategic approach to asset allocation and a keen eye on market trends, Source Capital endeavors to maximize returns while managing risk. The fund employs a team of experienced investment professionals who conduct rigorous analysis and research to identify opportunities that offer potential for significant returns. Through its focused investment strategy, Source Capital Closed Fund strives to meet the financial goals of its investors, ensuring steady income generation and capital enhancement.
Snapshot
Operations
Products and/or services of Source Capital Closed Fund
- Equity and Debt Investments in mid-to-large cap companies offering potential for income and growth.
- Real estate financing solutions, supporting commercial and residential development.
- Private equity investments in high-growth sectors such as technology and healthcare.
- Structured finance services for corporate acquisitions, leveraged buyouts, and recapitalizations.
- Infrastructure funding for energy, transportation, and utilities projects to foster economic growth.
- Asset management services providing strategic investment planning and portfolio management.
Source Capital Closed Fund executive team
- Mr. James Richard Atwood CPAManaging Partner, Chief Administrative Officer, COO, CFO & Director
- Mr. Mark Landecker CFAPortfolio Manager
- Ms. Maureen Ann Quill B.B.A.President & Director
- Mr. Steven Todd Romick CFAPortfolio Manager
- Mr. Brian Anthony Selmo C.F.A.Portfolio Manager