Thomas Atteberry - Source Capital Vice President and Portfolio Manager
| SOR Stock | USD 42.31 0.19 0.45% |
President
Mr. Thomas H. Atteberry is Vice President and Portfolio Manager of the Company. He is a Partner of FPA. Vice President and Portfolio Manager of Source Capital, Inc., Vice President, Portfolio Manager of FPA New Income, Inc., and Portfolio Manager of FPA Flexible Fixed Income Fund, a series of FPA Funds Trust . since 2015.
| Age | 65 |
| Tenure | 10 years |
| Address | 2101 East El Segundo Boulevard, El Segundo, CA, United States, 90245 |
| Phone | 800 982 4372 |
| Web | https://www.fpafunds.com/sourcecapitalfund.asp |
Thomas Atteberry Latest Insider Activity
Tracking and analyzing the buying and selling activities of Thomas Atteberry against Source Capital stock is an integral part of due diligence when investing in Source Capital. Thomas Atteberry insider activity provides valuable insight into whether Source Capital is net buyers or sellers over its current business cycle. Note, Source Capital insiders must abide by specific rules, including filing SEC forms every time they buy or sell Source Capital'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
Thomas Atteberry over three months ago Acquisition by Thomas Atteberry of 1500 shares of Source Capital at 40.351 subject to Rule 16b-3 |
Source Capital Management Efficiency
The company has Return on Asset of 0.0301 % which means that on every $100 spent on assets, it made $0.0301 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1371 %, implying that it generated $0.1371 on every 100 dollars invested. Source Capital's management efficiency ratios could be used to measure how well Source Capital manages its routine affairs as well as how well it operates its assets and liabilities. As of 01/25/2025, Return On Tangible Assets is likely to grow to 0.20. Also, Return On Capital Employed is likely to grow to 0.04. At this time, Source Capital's Total Assets are relatively stable compared to the past year. As of 01/25/2025, Net Tangible Assets is likely to grow to about 363.3 M, while Non Currrent Assets Other are likely to drop (433.3 M).Similar Executives
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Management Performance
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0301 |
Source Capital Closed Leadership Team
Elected by the shareholders, the Source Capital's board of directors comprises two types of representatives: Source Capital inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Source. The board's role is to monitor Source Capital's management team and ensure that shareholders' interests are well served. Source Capital's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Source Capital's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Karen Richards, Chief Compliance Officer | ||
| Thomas Atteberry, Vice President and Portfolio Manager | ||
| CFA CFA, Portfolio Manager | ||
| Francine Hayes, Secretary | ||
| Patrick Purcell, Independent Director | ||
| Steven CFA, Portfolio Manager | ||
| James CPA, Chief Partner | ||
| Rebecca Gilding, Secretary | ||
| Maureen BBA, President Director | ||
| Mark Landecker, Vice President and Portfolio Manager | ||
| A Pisano, Independent Director | ||
| Steven Romick, Vice President and Portfolio Manager | ||
| Brian Selmo, Vice President and Portfolio Manager | ||
| J Atwood, President, Director | ||
| Ryan Leggio, Vice President Strategy | ||
| Sandra Brown, Independent Director | ||
| Abhijeet Patwardhan, Vice President and Portfolio Manager | ||
| E Setzler, Treasurer | ||
| Mark CFA, Portfolio Manager | ||
| Mark Lipson, Independent Chairman of the Board | ||
| Alfred Osborne, Independent Director |
Source Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Source Capital a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0301 | ||||
| Profit Margin | 2.36 % | ||||
| Operating Margin | 0.83 % | ||||
| Current Valuation | 345.17 M | ||||
| Shares Outstanding | 8.2 M | ||||
| Shares Owned By Institutions | 13.28 % | ||||
| Number Of Shares Shorted | 1.59 K | ||||
| Price To Earning | 14.88 X | ||||
| Price To Book | 0.92 X |
Pair Trading with Source Capital
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Source Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Source Capital will appreciate offsetting losses from the drop in the long position's value.Moving against Source Stock
| 0.79 | RKT | Rocket Companies | PairCorr |
| 0.68 | WD | Walker Dunlop | PairCorr |
| 0.62 | UWMC | UWM Holdings Corp | PairCorr |
| 0.54 | CNF | CNFinance Holdings | PairCorr |
The ability to find closely correlated positions to Source Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Source Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Source Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Source Capital Closed to buy it.
The correlation of Source Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Source Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Source Capital Closed moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Source Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Source Stock Analysis
When running Source Capital's price analysis, check to measure Source Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Source Capital is operating at the current time. Most of Source Capital's value examination focuses on studying past and present price action to predict the probability of Source Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Source Capital's price. Additionally, you may evaluate how the addition of Source Capital to your portfolios can decrease your overall portfolio volatility.