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Steven Scruggs

Steven Scruggs | QRSIX
Mutual Fund

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.
Steven Scruggs's Top Stock Picks View Full List
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Steven Scruggs Total Holding History ($B)


Steven Scruggs's Asset Allocation


Steven Scruggs Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Steven Scruggs's Hypothetical Growth since 2022-03-31


Steven Scruggs's Yearly Returns

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Commentaries and Stories

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