Mark Stephen Thompson

Bragg uses a disciplined investment approach based on Modern Portfolio theory and other proven academic research. Their philosophy emphasizes diversification, long-term holding periods, fundamental analysis, and risk-adjusted returns. The firm’s portfolio is typically invested in individual securities, indexed and actively managed mutual funds and Exchange-Traded Funds (ETF).

Buckhorn Capital Management employs an opportunistic investment strategy that is based on a blend of growth and value considerations. They seek to invest in good growth stocks that are trading at attractive prices. The firm avoids sector rotation strategies and instead, focuses on what they refer to as balanced diversification which involves building a broad-based portfolio in which sector weightings are roughly in line with the broader market. Portfolios are typically invested in large-cap common stocks with selected exposure to mid-cap growth companies. Buckhorn's fixed-income strategy focuses on building a portfolio of laddered maturities and diversified issuers in investment grade bonds, either taxable or non-taxable. They do not attempt to speculate on the direction of interest rates or time the markets. The firm typically holds all bonds to maturity. They seek to capture the largest yield to maturity available at purchase.

Functions as a College/University