Company Overview:

SRC Capital provides institutional investment management and research services to its clients. The focus is on domestic equities of all capitalizations and includes both value and growth stocks.

Research Methodology:

SRC Capital's research methodology emphasizes fundamental analysis and includes an analysis of a company's income statement, balance sheet, cash flow statement, business model, market opportunity, and competitive position.

About the Founder:

Walt Sosnowski has over eight years of experience in the investment management industry and over twenty years of experience in business. The firm has successfully served clients since its inception in July 2003. Prior to launching the firm, his investment management and research experience included four years at a successful institutional money management firm.

Mr. Sosnowski graduated from Stanford University in 1987 with a B.A. in History and additional coursework in engineering, finance, and accounting. He received his CFA charter in 1999.