Matthew Sepulveda
Taylor Frigon Capital Management, an investment management firm based in San Luis Obispo, CA, has hired Matthew Sepulveda as a Research Analyst.
The move is set to bolster the firm’s in-house research team, which seeks to find businesses creating or benefiting from paradigm shifts in their industry. The team identifies these companies through a unique theme-based research approach that focuses on discovering global-macro trends affecting businesses.
Matthew holds a master’s degree in economics from Boston University, as well as a double B.A. in economics and government from California State University, Sacramento.
Gerry Frigon, President and Chief investment Officer of Taylor Frigon Capital Management said, “We are extremely excited to add someone with the skills that Matt possesses. Our in-house research is fundamental to our mission to deliver superior returns to our clients using a hands-on, active approach.”
Matthew Sepulveda, Research Analyst at Taylor Frigon Capital Management said, “It is a wonderful opportunity to join such a knowledgeable group. I am excited to be involved in the team’s rigorous and well-developed research process, and I couldn’t be happier to do it in San Luis Obispo.”
About Taylor Frigon Capital Management
Taylor Frigon Capital Management 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, 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, California, with branches in San Francisco and Santa Barbara.
Notes to editors
For more information or to arrange an interview, please contact Lindsey McConaghy at (805 471-0165) or [email protected].