Queens Road Securities LLC, based in Charlotte, NC, is a boutique investment advisory firm managing over $1.7 billion for institutions and private clients. The firm's Queens Road Funds, managed by Bragg Financial Advisors, have received top ratings from Morningstar for their consistent outperformance and value investment approach.
Led by Director of Research Steve Scruggs, CFA, the Queens Road Funds utilize fundamental analysis to construct diversified portfolios focused on companies trading at a discount to their intrinsic value. With a strong track record since inception in 2002, the firm's commitment to value investing has been recognized by industry experts and investors alike.
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