Source Capital, Inc. (SOR) seeks maximum total return for shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital.
Investments require a compelling risk-reward proposition on an absolute basis.
Invest across capital structure, geographies, sectors, and market caps. Allocation to fixed income will increase in the absence of competing equity opportunities.
Independent, security-specific, fundamental research process in both debt and equity with the goal of avoiding permanent capital impairment.
Abhi joined FPA in 2010. He serves as a Portfolio Manager and Director of Research for FPA. Prior to joining the firm, Abhi was an investment analyst at Reservoir Capital Group and D.B. Zwirn & Co. and an investment banking analyst at UBS Warburg and Donaldson, Lufkin & Jenrette. He earned a Bachelor’s degree in Economics, summa cum laude, and an MBA from the Wharton School of the University of Pennsylvania.
FPA New Income Inc.
FPA Flexible Fixed Income Fund