Education
University of Tulsa

Qualifications
BS, BA, CPA

Investment Experience
16 years

Founded
2010

Company Name
Stone Fox Capital

  • Address
  • Broken Arrow
  • Oklahoma

Stone Fox Capital

Stone Fox Capital is an individual investment manager based in Tulsa, Oklahoma. Mark Holder 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 portfolio

Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock repurchases.

Strategy
Stocks
Sharpe ratio
0.94 365 days
Performance
10.8% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

Portfolio commentary


Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

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 investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.