Absolute Return Focus. Investments require a compelling risk/reward proposition on an absolute basis.

Flexible Approach. Invest across capital structure, geographies, sectors and market caps. Allocation to fixed income will increase in the absence of compelling equity opportunities.

Deep Research. Independent, bottom-up, fundamental research process seeking to minimize risk.

Value investing does not protect against loss of principal and there is no assurance that the Fund will meet its objective.

On May 22, 2020, Source Capital, Inc. shareholders approved changes to the Fund’s fundamental investment restrictions. Please click here for detail.


Investment Team