Today’s article contains a discussion with Steve Scruggs, Portfolio Manager of the Queens Road Small Cap Value Fund, which seeks to identify small cap companies that are undervalued in the market due to them being “really boring” and underfollowed, or as a result of them having been unfairly beaten down in the wake of some industry or firm-specific risk. In addition to outlining how the fund goes about sussing out such companies, Scruggs highlights three of the fund’s specific holdings – a poultry producer, a leader in touch screen technology, and a little company in the connected car space. To read more, CLICK HERE.
All Cash, No Flash: Finding Boring, Underfollowed (And Undervalued!) Money-Makers
- by Bob Mitchell