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Steven Scruggs | QRSIX
| |
FPA Queens Road Small Cap Value Fund | |
Last update 2022-04-15 | 54 Stocks (4 new) |
Value $447.00 Mil | Turnover 8 % |
Portfolio Report |
Steven Scruggs Profile
Steve joined Bragg Financial Advisors (BFA) in 1999 and serves as the Portfolio Manager for the FPA Queens Road Funds. He is the Director of Research for BFA and a member of the Investment Committee. Previously, Steve served as Product Manager for GMAC Insurance and Reliance Insurance Companies.
Steven Scruggs Investing Philosophy
The Queens Road Small Cap Value Fund uses fundamental, bottom-up analysis to construct a diversified portfolio of small-capitalization companies. The fund's research process is built on the principles established by Benjamin Graham to identify companies that are trading at a discount to their intrinsic value.
The fund's investing process considers Quantitative & Qualitative Analysis, Balance Sheet, Valuation, Management, Sector and Industry.
FPA Queens Road Small Cap Value Fund's Steven Scruggs (QRSIX) has disclosed 54 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2022-03-31. The current portfolio value is calculated to be $447.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 8%.
In Steven Scruggs (QRSIX)'s current portfolio as of 2022-03-31, the top 5 holdings are
Servisfirst Bancshares Inc (SFBS), American Equity Investment Life Holding Co (AEL), Synaptics Inc (SYNA), Horace Mann Educators Corp (HMN) and MasTec Inc (MTZ),
not including call and put options.
Steven Scruggs (QRSIX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for Steven Scruggs (QRSIX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for Steven Scruggs (QRSIX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Steven Scruggs.
Steven Scruggs's Portfolio
Steven Scruggs Current Holdings
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