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"Each strategy has adhered to the same, time-tested and disciplined process since its inception."

 
Core Growth Strategy

For investors who are looking for long term capital appreciation in strong growth companies, the TFCM Core Growth Strategy seeks to identify the innovators that solve problems, create new markets, and improve our world. We seek strong, well-run public businesses with promising revenue and earnings growth that are not yet well-recognized or fully valued.

Growth Performance/Fact Sheet
The Growth Fact Sheet has been revised to include GIPS 2020 requirement of including TFCGX in the composite.
Income Strategy

For investors who may need more safety or income, we add an appropriate mix of less volatile, higher-yielding securities. We consider corporate equity, preferred and debt securities and REITs as well as government and municipal fixed income instruments. Our objective is to maximize income and minimize risk without sacrificing potential price appreciation.

Aspire Strategy

For investors who desire exposure to aggressive growth opportunities, 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 cutting-edge technology. This portfolio is "high conviction, high concentration."

Israeli Innovation Strategy

The Israeli Innovation Strategy is a highly specialized portfolio for aggressive growth investors interested in exposure to innovative Israeli growth companies.  Why Israel? Many seasoned investors are unaware that Israel has developed some of the most impressive technologies ever produced. This is a "high conviction, high concentration" strategy.

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