The FPA Queens Road team follows a disciplined four-step process to seek to identify companies with the greatest likelihood to maximize after-tax returns while limiting volatility.
FPA Queens Road Small Cap Value Fund Portfolio Manager
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. Steve earned a BA in Business Management from North Carolina State University and an MBA from Wake Forest University. He is a CFA® Charterholder.
FPA Queens Road Small Cap Value Fund Analyst
Matt joined Bragg Financial Advisors (BFA) in 2015 and serves as an analyst for the FPA Queens Road Small Cap Value Fund. He is a portfolio manager for BFA and a member of the Investment Committee. Previously, Matt led the investment team at a large, independent wealth management firm in Charlotte, North Carolina. He also worked with an online brokerage firm. Matt graduated from the University of North Carolina at Chapel Hill with a BS in Business Administration and a BA in Political Science. He is a CFA® Charterholder.
Benton joined Bragg Financial Advisors in 1993 and serves as an analyst for the FPA Queens Road Funds. He was promoted to President and CEO in 1998 and serves as chairman of the Investment Committee. Previously, Benton worked in the consumer bank of Bank of America. Benton earned both a BA in History (cum laude) and an MBA from Wake Forest University. He is a CFA® Charterholder and a CFP® certificant.