FPA Nominated for 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship Award [Yahoo! Finance]
Source Capital, Inc. (SOR)
US:NYSE Investor Relations:
sourcecapitalinc.com/source
Company Research
Source: Yahoo! Finance
70-year history of investing, is honored to have been nominated for the 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship Award. According to Morningstar, the nomination recognizes FPA's "unwavering focus on serving the best interests of investors." "We are grateful that Morningstar has recognized FPA's longstanding commitment to putting investors first," said Steven Romick, Managing Partner at FPA and founding portfolio manager of the FPA Crescent Fund. "Stewardship has been at the core of our culture since FPA's founding. We invest alongside our clients , believe we are one of the few firms that still focus on capacity management so that we can seek to continue to deliver attractive results and care just as much about ‘investor returns ' as we do about time-weighted returns." Morningstar presents the Exemplary Stewardship Award to an asset manager that has shown an unwavering focus on serving the best interests of investors. FPA is nominated alongside in
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News
- FPA Nominated for 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship AwardBusiness Wire
- Source Capital Announces U.S. Federal Tax Treatment of 2025 Dividends [Yahoo! Finance]Yahoo! Finance
- Source Capital Announces U.S. Federal Tax Treatment of 2025 DividendsBusiness Wire
- Source Capital Declares March, April, and May 2026 Distribution on Common Stock [Yahoo! Finance]Yahoo! Finance
- Source Capital Declares March, April, and May 2026 Distribution on Common StockBusiness Wire
SOR
Sec Filings
- 3/27/26 - Form 8-K
- 3/13/26 - Form N-CEN
- 3/9/26 - Form N-CSR
- SOR's page on the SEC website