Taylor Frigon Capital Management, an asset management firm based in San Luis Obispo, CA, announced it has been named a second time in Kiplinger’s Personal Finance 2019 Top-Performing Mutual Funds List, in the Large-Company Stock Funds (one Year) category. Kiplinger’s reviewed top-performing mutual funds in 11 categories only including funds with reasonable minimum-investment requirements, excluding leveraged and inverse index funds.
Taylor Frigon has been based in San Luis Obispo for over ten years. It runs the only mutual fund (TFCGX) on the Central Coast and one of the only dedicated Israeli investment strategies in the U.S. The firm is made up of a team of eleven including four SLO County high school graduates and has worked with around 50 Cal Poly interns over the years. In addition to investing in companies internationally and across the country, Taylor Frigon has invested in local businesses including I-V Access Technology, WhiteFox and HaptX through its Venture Capital Partnership.
Founded in 2006, the firm delivers a research-driven, disciplined investment process to institutions, RIAs and select individuals through four active equity strategies in addition to its mutual fund.
Taylor Frigon’s investment decisions are based on proprietary research that enables the firm to find innovative and entrepreneurial businesses that are aligned with narratives changing the world. The firm’s investment management philosophy is to stay fully invested in exceptional companies through multiple market and economic cycles.
Gerry Frigon, President and Chief Investment Officer of Taylor Frigon Capital Management says: “We are honored to be recognized by Kiplinger’s once again as a nationally top-performing mutual fund. Our performance speaks for itself but I’m sure our local clients and the broader community will be pleased to hear SLO is home to a top ten investment firm.”
James McConaghy, Institutional Sales Director at Taylor Frigon and SLO High graduate says: “We’re honored to receive national recognition like this. It shows that you don’t have to live in Boston or New York to be a great money manager. It’s happening here on our own doorstep.”
About Taylor Frigon Capital Management
Taylor Frigon Capital Management (TFCM) was founded in 2006 with a mission to deliver superior returns to investors by using a disciplined, time-tested approach that finds exceptional growth companies. The firm delivers a research-driven, disciplined process to institutions, RIAs and select individuals through two primary strategies: TFCM Core Growth Strategy and TFCM Income Strategy. Additionally, Taylor Frigon manages two highly concentrated strategies: the TFCM Aspire Strategy and the TFCM Israeli Innovation Strategy. Clients also have access to venture opportunities through Taylor Frigon Capital Partners, a private investment partnership that invests in emerging private and public companies. In 2016 the firm became advisor to the TF Core Growth Fund (TFCGX), which seeks to invest in outstanding companies with excellent growth prospects and give smaller investors access to the TFCM Core Growth Strategy.
The “Taylor” in Taylor Frigon Capital Management honors Richard C. Taylor, the Fund Portfolio Manager Gerry Frigon’s father-in-law and mentor who passed away in 2004. Mr. Taylor managed portfolios alongside the renowned investor, Thomas Rowe Price Jr., in the 1960s and 1970s before founding his own investment management firm in 1988 in Santa Barbara, California. Mr. Taylor was a highly respected, client-focused asset manager who believed that investors could earn superior returns by investing in well-managed companies.
TFCM’s investment decisions are based on its own proprietary research. The investment management process relies upon staying fully invested in exceptional companies through multiple market and economic cycles. The firm’s strategy is not “buy and hold.” The team recognizes lifecycles of companies and paradigm shifts in the economy and make changes to the portfolio accordingly. TFCM invests its own capital using the same portfolio management process that it provides to clients.
TFCM is an independent, privately-owned SEC-registered investment advisor, headquartered in San Luis Obispo, CA, with branches in San Francisco and Santa Barbara.