Mark Holder

Mark Holder

Mark has over 15 years of investment experience and is a CPA. In 2011, Mark became a Registered Investment Advisor and started his Company, StoneFox Capital Advisors. He believes that the best market opportunities arise from underfollowed or underappreciated ideas.

My Investment Models
Net Payout Yields

Conservative model focused on a diversified selection of financially strong large cap stocks. These stocks have high Net Payout Yields which is the combination of dividends and stock repurchases.  Target dividend yield is 2-3% while net payout yield target is 8%. Selection of these stocks takes the emotion out of stock picking. The portfolio will be concentrated in 15-20 stocks to remain focused on the highest net payout yielding stocks.

  • Manager
  • Benchmark
  • S&P 500
Graph for model: Net Payout Yields
Opportunistic Arbitrage

This long/short model aims to take advantage of opportunities presented by the market, and may use leverage.  It typically has a small/mid cap bias towards fundamentally strong stocks within attractive macro trands.  The model also focuses on underfollowed/underappreciated ideas to exploit the misinformation in the market.  Knowing the business and financials of a company are the keys to being able to make tough investment decisions.

  • Manager
  • Benchmark
  • S&P 500
Graph for model: Opportunistic Arbitrage
Opportunistic Arbitrage Long Only

Long only portfolio aims to take advantage of the opportunities presented by the market. Typically has a small/mid cap bias towards fundamentally strong stocks within attractive macro trends. Also looks for underfollowed/underappreciated ideas to exploit the misinformation in the market. Knowing the business and financials of a company are the keys to being able to make tough investment decisions in these volatile markets. This model will invest in foreign companies listed on US exchanges.

  • Manager
  • Benchmark
  • S&P 500
Graph for model: Opportunistic Arbitrage Long Only
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