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:
Follow Mark on twitter: @stonefoxcapital
John is an undergraduate student at the University of Maryland, College Park majoring in Finance. He maintains a market neutral portfolio with a focus on industrial, energy, and real estate stocks. He has experience in investment banking and portfolio management.
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Mr. Cryan is the Co-Founder of Fortuna Advisors LLC. and Fortuna Investors LLC.
About Fortuna Advisors LLC:
Fortuna Advisors is a strategy consulting firm focused on collaborating with our clients to take actions that will materially increase the value of their company over the long term. The Firm was founded in 2009 to provide clients with independent and unbiased insights and advice. We ground all of our recommendations in bespoke quantitative research rather than relying on financial theory. Our partners have over 30 years of combined corporate advisory and capital markets experience having worked at Credit Suisse, Stern Stewart & Co and Accenture prior to forming Fortuna.
About Fortuna Investors LLC:
Fortuna Investors offers discretionary and non-discretionary investment management and investment supervisory services to its Clients.
Our disciplined rules-based investment strategies rely on our proprietary research. Through our research, we have identified a set of investment rules that are used to select securities with characteristics that have led to successful investing over the years, and it is these investment rules that form the foundation of our strategies.
I am an individual investor and the author of seven eBooks on dividend growth investing. I try to help self-directed individual investors profit from stock investing. I contribute articles and studies to both Seeking Alpha and Daily Trade Alert. I hold an undergraduate degree in physics from Holy Cross College and a JD from Georgetown University. My wife Sue and I live in beautiful Canandaigua, NY.
John Lounsbury, Managing Editor and Co-founder of Global Economic Intersection, provides comprehensive financial planning and investment advisory services to a small number of families on a fee only basis. He has a background which includes 34 years with a major international corporation, 25 years in R&D management and corporate staff positions. More recently he was a Series 6, 7, 63 licensed representative with a major insurance company brokerage from 1992 to 2001. Since 2002 he has operated his own sole proprietorship business. Specific interests include political and economic history, econometric analysis and investment strategy analysis. Recreational activities include hiking, non-technical mountaineering and alpine skiing. He is also founding partner and managing editor of EconIntersect.com.
MagicDiligence provides useful, simple, and effective stock screening tools inspired by Joel Greenblatt's Magic Formula® Investing methodology. Our Spells give value and growth investors a list of great stock candidates every day, and our advanced Spell Caster lets you create the Magic-style stock screen you've always wanted! Learn more about our exclusive set of investing tools today!
Graham Summers is Chief Market Strategist for Phoenix Capital Investment Research, an independent investment strategy firm based in Washington DC with clients in 56 countries around the world.
Edward Harrison is the founder of the blog Credit Writedowns (www.creditwritedowns.com) and is a finance specialist at Global Macro Advisors. Previously, Edward was a strategy and finance executive at Deutsche Bank, Bain, and Yahoo. He started his career as a diplomat and speaks German, Dutch, Swedish, Spanish and French. Edward holds an MBA from Columbia University and a BA in Economics from Dartmouth College. Follow him on Twitter at twitter.com/edwardnh. Contact him at edh at creditwritedowns dot com as that's the only mailbox he reads regularly.
Moon Kil Woong is currently a VP at a SME. Previously he was a tech stock consultant, VP of Research at ING, and sell side Director at Crédit Agricole Indosuez. Moon Kil Woong has a Masters in Public Administration from SJSU.