General Investing >> Money Manager Interviews >> April 16, 2012
Bottom-Up Small-Cap Value Investing – Steven H. Scruggs – Bragg Financial Advisors, Inc.
Steven H. Scruggs serves as Director of Research and Senior Portfolio Manager for Bragg Financial Advisors, Inc. He is also the primary Portfolio Manager of the firm's two mutual funds, the Queens Road Value Fund and the Queens Road Small Cap Value Fund. Prior to joining Bragg Financial Advisors in 1999, Mr. Scruggs spent three years as a Product Manager with GMAC Insurance and Reliance Insurance Companies. He earned his B.A. from North Carolina State University in 1992 and his MBA from Wake Forest University in 1996. He was awarded the right to use the Chartered Financial Analyst (CFA) designation in 2003. Mr. Scruggs is a member of the CFA Institute and the North Carolina Society of Financial Analysts. He serves on the board of A Giving Spirit Foundation, the Davidson Community Players, Ramah Christian Classical School, and he is an Elder and Chairman of the Stewardship committee at Davidson College Presbyterian Church. He is a Registered Principal with Queens Road Securities, LLC, Member FINRA/SIPC. Profile
TWST: Would you start with a brief history and overview of Bragg Financial?
Mr. Scruggs: We are a closely held family business that is managed by me and my three brothers-in-law. My father-in-law