For TFCM Core Growth holdings, we look to identify the world's next great growth companies: the innovators that solve problems, create new markets, and improve our world. We seek strong, well-run public businesses at the leading edge of global-macro trends; companies with promising revenue and earnings growth that are not yet well-recognized or fully valued. We own them long-term through multiple market cycles.
Our objective is to purchase outstanding, high-growth public businesses and own them for many years until their value is fully realized. Once your investment strategy has been determined, we construct a customized, diversified portfolio allocated primarily between one or two strategies: TFCM Core Growth and TFCM Income. For the appropriate, more aggressive investor, we have recently made available the TFCM Aspire Strategy and the TFCM Israeli Innovation Strategy.
We are proud of our performance, and we publish performance reports as a firm as well as for individual clients.. Taylor Frigon Capital Management LLC claims compliance with the Global Investment Performance Standards (GIPS®) and is verified from 01/19/2007 to 12/31/2015 by Ashland Partners LP, and from 01/01/2016 to 12/31/2016 by ACA Performance Services LLC. See each TFCM strategy below for corresponding Performance Report, or ...
click HERE for all 4 strategies.
TFCM Core Growth Strategy
TFCM Income Strategy
With the Income Strategy, we consider debt and equity of companies with strong cash flows and healthy balance sheets. We strive to own companies with growing and/or above-average dividend payments. We seek out investments that we believe represent extraordinary value, while also providing a steady stream of cash flow to our client.
TFCM Aspire Strategy
The Aspire Strategy is a concentrated portfolio of some of the most innovative, generally smaller companies across all industries and sectors, with an emphasis in high technology.
TFCM Israeli Innovation Strategy
The Israeli Innovation Strategy is comprised of companies domiciled in Israel and possessing unique characteristics of solid core growth companies, primarily in the areas of core technology, healthcare and biotechnology.
Please be aware that the 2016 Israeli Innovation Strategy annualized total return has been corrected from 25.32% Gross and 24.61% Net to the revised 22.59% Gross and 21.46% Net.
Please Note: Taylor Frigon does not serve as an attorney, accountant, or insurance agent.
Taylor Frigon does not prepare estate planning documents, tax returns, or sell insurance products.