Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry and exit points. Mark Holder graduated from the University of Tulsa with a double major in accounting & finance. He's been interested in the stock market since college and began managing investments for friends and family more than 20 years ago. Mark has his Series 65 and is also a CPA.Invest with Stone Fox Capital's model portfolios on Covestor.com as he makes real time trades. Covestor also allows followers to duplicate the model portfolio in their own brokerage accounts. You can find the portfolio and more details here:http://covestor.com/stone-fox-capitalFollow Mark on twitter: @stonefoxcapital
Buzz O'Brien has spent his career in the Investment banking industry working at large multinational Investment banks as well as boutique research firms with special niche positions and industry specializations. He has acted as adviser to many small companies both public and private with a variety of product offerings and services. He focuses on special situations with an emphasis on financials, metals and mining and service businesses. Buzz has experience with companies both domestically and internationally in the public marketplace. He is a deep value investor at heart and seeks out special situations where classic or hidden Graham and Dodd value is in place, or growth at a reasonable price is emerging and not well understood.