James Atwood
President at SOURCE CAPITAL, INC.
Profile
James Richard Atwood is currently the Director & Trustee at FPA Paramount Fund, Inc. He is also the President & Director at Source Capital, Inc. since 2016.
In addition, he holds positions as a Director at FPA Long Opportunity Fund Ltd., FPA Select Offshore Fund Ltd., and FPA Select Offshore Fund II Ltd.
Furthermore, he is the President & Director at FPA GP, Inc. since 2018.
Mr. Atwood also serves as the Treasurer at FPA Capital Fund, Inc. and as the President & Trustee at FPA New Income, Inc. He has been the Treasurer & Trustee at FPA Perennial Fund, Inc. since 2016.
Moreover, he is the President & Trustee at Investment Managers Series Trust III, Bragg Capital Trust, FPA Crescent Fund, FPA Flexible Fixed Income Fund, and FPA U.S.
Core Equity Fund, Inc. In the past, Mr. Atwood held positions as the President, CEO, CFO, Treasurer & Director at FPA Fund Distributors, Inc. He also served as the Chief Financial Officer & Vice President at TransAmerica Investment Services, Inc. and as a Senior Accountant at Ernst & Whinney.
Mr. Atwood obtained his undergraduate degree from The California State University.
James Atwood active positions
Companies | Position | Start |
---|---|---|
SOURCE CAPITAL, INC. | President | 01/01/1997 |
FPA Flexible Fixed Income Fund | President | - |
FPA Crescent Fund | President | - |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | President | - |
Bragg Capital Trust | President | - |
FPA Select Offshore Fund Ltd.
FPA Select Offshore Fund Ltd. Financial ConglomeratesFinance FPA Select Offshore Fund Ltd. provides investment services. The company is headquartered in Grand Cayman. | Director/Board Member | - |
FPA Select Offshore Fund II Ltd.
FPA Select Offshore Fund II Ltd. Financial ConglomeratesFinance FPA Select Offshore Fund II Ltd. operates as pooled investment fund. The company is headquartered in George Town, Cayman Islands. | Director/Board Member | - |
FPA Long Opportunity Fund Ltd.
FPA Long Opportunity Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous FPA Long Opportunity Fund Ltd. provides investment advice. The company is headquartered in George Town, Cayman Islands. | Director/Board Member | - |
Investment Managers Series Trust III | President | - |
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Former positions of James Atwood
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Training of James Atwood
The California State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 17 |
---|---|
Investment Managers Series Trust III | Miscellaneous |
TransAmerica Investment Services, Inc. | Finance |
Ernst & Whinney | Commercial Services |
FPA Capital Fund, Inc. | Miscellaneous |
FPA New Income, Inc. | Miscellaneous |
FPA Paramount Fund, Inc. | Miscellaneous |
FPA Perennial Fund, Inc. | Miscellaneous |
Source Capital, Inc.
Source Capital, Inc. Investment Trusts/Mutual FundsMiscellaneous Source Capital, Inc. 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. | Miscellaneous |
FPA Long Opportunity Fund Ltd.
FPA Long Opportunity Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous FPA Long Opportunity Fund Ltd. provides investment advice. The company is headquartered in George Town, Cayman Islands. | Miscellaneous |
FPA Fund Distributors, Inc. | Miscellaneous |
FPA Select Offshore Fund II Ltd.
FPA Select Offshore Fund II Ltd. Financial ConglomeratesFinance FPA Select Offshore Fund II Ltd. operates as pooled investment fund. The company is headquartered in George Town, Cayman Islands. | Finance |
FPA Select Offshore Fund Ltd.
FPA Select Offshore Fund Ltd. Financial ConglomeratesFinance FPA Select Offshore Fund Ltd. provides investment services. The company is headquartered in Grand Cayman. | Finance |
Bragg Capital Trust | Miscellaneous |
FPA U.S. Core Equity Fund, Inc.
FPA U.S. Core Equity Fund, Inc. Financial ConglomeratesFinance FPA U.S. The private company is based in Lutherville-Timonium, MD. Core Equity Fund, Inc. is an investment fund. | Finance |
FPA Crescent Fund | Miscellaneous |
FPA Flexible Fixed Income Fund | Miscellaneous |
FPA GP, Inc. |
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