In the Press

The financial media often includes the Queens Road Funds in their online and print publications. It is not our practice to comment on the tone or tenor of the articles, though we encourage you to check out what they have to say.

2017

04/17/2017 Financial Advisor—PM Steve Scruggs and Bill Hortz discuss how Benjamin Graham principles apply to today's innovative companies as Queens Road looks for investment opportunities.

04/05/2017 Morningstar Magazine—Tom Lauricella sat down with the investment team at Queens Road for an in-depth interview to learn more about our people, process and results over time. Morningstar named the Queens Road Small Cap Value fund to the Morningstar Prospects list in 2016 and chose to feature the fund in the April issue of the magazine.

02/13/2017 US News & World Report—Queens Road Small Cap Value included on list of Small Value mutual fund picks as of 02/13/2017. Click here to learn more about their ratings methodology.

02/06/2017 TheStreet—PM Steve Scruggs talks with TheStreet's Bob O'Brien about balance sheet strength and three reasons why investors should shift from passive to active managers.

01/03/2017 Financial Advisor—Steve Scruggs discusses where he is finding value in technology companies with John Coumarianos for Financial Advisor magazine.

2016

12/12/2016 Solving the Problem of Snow—PM Steve Scruggs interviewed in Advisor Perspectives

11/30/2016 Value Investor Insight—John Heins of Value Investor Insight sat down with PM Steve Scruggs to gain insight into Steve's "nuts and bolts" approach to investing.

11/04/2016 Video Watch Portfolio Manager Steve Scruggs interview at the Schwab IMPACT conference with Gillian Kemmerer of Asset TV.


10/04/2016 Barron's—Queens Road Funds Managers discuss value investing with Barron's writer Teresa Rivas.

10/04/2016 Zacks—Queens Road Small Cap Value Fund included in closer look at small-cap funds.

09/22/2016 Forbes—Wally Forbes, Forbes contributor, interviews Portfolio Manager Steve Scruggs.

08/31/2016 Schwab Mutual Fund OneSource Select List—Press release announces Queens Road Small Cap Value named to Schwab Mutual Fund OneSource Select List for Q3 2016.

08/16/2016 Audio Bloomberg Radio—Portfolio Manager Steve Scruggs talks small cap stocks on The Bloomberg Advantage with Carol Massar and Cory Johnson.

07/26/2016 Morningstar Prospects List—Queens Road Small Cap Value added to the Morningstar Prospects list, and featured in a recent "Fund Spy" article by analyst Dan Culloton.

07/01/2016 Wall Street Journal Catgory Kings—Queens Road Small Cap Value included on list of ten best-performing funds in the small value category for the previous twelve-month period ending 06/30/2016.

06/01/2016 Kiplinger's Personal Finance—Columnist James K. Glassman includes Queens Road Small Cap Value in discussion of seven small-cap funds.

05/19/2016 Video theStreet.com—Gregg Greenberg and Queens Road Funds Portfolio Manager Steve Scruggs discuss small cap value stocks.

04/05/2016 Zack's Equity Research—Value Beats Growth Among Fund Categories in Q1.

04/01/2016 Wall Street Journal Category Kings—Queens Road Small Cap Value on list of ten best-performing funds in the small value category for the previous twelve-month period ending 03/31/2016.

01/08/2016 Wall Street Journal Category Kings—Queens Road Small Cap Value on list of ten best-performing funds in the small value category for the previous twelve-month period ending 12/31/2015.

2015

12/03/2015 Zacks includes the Queens Road Small Cap Value fund as one of 4 strong-buy small-cap value mutual funds

07/09/2015 Audio MoneyLife Radio host Chuck Jaffe and Steve Scruggs discuss current market events and the impact on value investors. (7MB .mp3)

04/01/2015 Mutual Fund Observer featured the Queens Road Small Cap Value fund among their "Stars in the Shadows."

2012

12/12/2012 Bloomberg News interviewed Steve Scruggs regarding recent spin-off of Ingeroll Rand security unit.

08/03/2012 Investing Daily writer Ari Charney quotes Steve Scruggs in a study of risk reduction.

06/01/2012 Lake Norman Citizen Frank Bragg's family and neighbors "share the wealth" through conservation easements.

2011

11/04/2011 MarketWatch: Steve Scruggs explains few "screaming buys"

07/14/2011 Gregg Greenberg of The Street.com interviews Queens Road Funds Portfolio Manager Steve Scruggs

02/18/2011 Charlotte Business Journal: Queens Road Fund Earns 5-Star Rating

2010

10/21/2010 TheStreet.com's Stan Luxenberg discusses the way "Small Value Funds Sail Along"

07/19/2010 Video Morningstar's John Coumarianos discusses value discipline with Steve Scruggs at Morningstar Conference in Chicago

07/19/2010 Video Morningstar Video Interview With Steve Scruggs: Look for Cash Flow in Small-Cap Stocks

2009

06/25/2009 Morningstar analyst John Coumarianos includes Queens Road Small Cap Value Fund in discussion about "how to implement a Buffett-inspired fund strategy"

2008

08/25/2008 InvestmentNews: Managers, advisers divided about weighting insurance