Nuts and Bolts

11/30/2016

Queens Road Funds’ Steven Scruggs explains how he distinguishes between more-attractive and less-attractive cyclical industries, the potentially positive impacts he sees from the U.S. elections, why he’s fine with selling too early, and why he sees unrecognized upside in Greenbrier, Synaptics, Hilltop Holdings, UGI Corp. and Horace Mann Educators.

If you are a subscriber, log in to access the issue and bonus archive: