Call 1.866.825.3005 for more information
- Education University of Tulsa
- Qualifications BS, BA, CPA
- Industry Financial Services
- Investment Experience 15 years
- Founded 2010
- Company Name Stone Fox Capital
-
Website
http://stonefoxcapital.c… -
Twitter
http://twitter.com/stone… -
Blog
http://www.outfoxthestre… - 7705 E. Broadway St.
- Broken Arrow
- Oklahoma
- 74014
- Company website including …
- Company Blog with Market Commentary
- Seeking Alpha Page
Stone Fox Capital
Investment Adviser
Stone Fox Capital is a registered investment adviser based in Tulsa, Oklahoma. Mark Holder is the Chief Investment Officer and Portfolio Manager. He has more than 18 years of investment industry experience and is a member of the Oklahoma Society of CPAs.
Mark takes a long-term approach to investing. He focuses on fundamental analysis and identifying market trends. Mark believes that the best opportunities may arise from ideas that are not fully understood or appreciated by others in the market.
Investment models
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Stone Fox Capital Opportunistic Arbitrage Long Only
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance-
5.4%90 day
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10.7%365 day
Avg. Sub.-
-90 day
Monthly vs S&P500-12.8% 12 months
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Stone Fox Capital Opportunistic Arbitrage
See full details- Allocation Strategy Long-Short
- Approach Fundamental
- Asset Class Equity
- Cap Bias Multi Cap
- Geography Global
Performance-
9.1%90 day
-
30.5%365 day
Avg. Sub.-
8.0%90 day
Monthly vs S&P5005.3% 12 months
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Stone Fox Capital Net Payout Yields
See full details- Allocation Strategy Long-Only
- Approach Fundamental
- Asset Class Equity
- Cap Bias Large Cap
- Geography Global
- Style Yield
Performance-
8.4%90 day
-
33.0%365 day
Avg. Sub.-
7.6%90 day
Monthly vs S&P50010.4% 12 months
Important Information
1. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.
3. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.
Model commentary
WellPoint and Hartford Financial delivered in April
22 May 2013
Here's how the Net Payout Yields portfolio performed.
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