Source Capital operates as a diversified mutual fund and closed-end investment trust. Its investment objective is to seek maximum total return for shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The company was founded on June 1, 1968 and is headquartered in Milwaukee, WI.
Fundamental metrics to determine fair value of the stock
Company’s recent performance and margins
Dividend yield, history and sustainability
Financial position and solvency of the company