DILIGENCE
DISCIPLINE
PATIENCE

PATIENT INVESTING IN AN IMPATIENT WORLD

"Even the intelligent investor is likely to need considerable willpower to keep from following the crowd." —Benjamin Graham

At Queens Road, we use a fundamental, bottom-up approach built on Graham & Dodd principles to identify undervalued companies that can be bought at attractive prices.

The funds are managed by Bragg Financial Advisors, a 50 year-old family-run boutique investment firm located in Charlotte, North Carolina. The firm manages over $1.7 billion for private clients and institutions.

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After the Virus

Q1 2020 Investment Commentary