TAYLOR FRIGON CAPITAL Overview
Taylor Frigon Capital Management Llc is an investment advisor that manages 167.4 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 310MM in positions, representing 185% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 310MM in positions, representing 185% of the manager's regulatory AUM.
TAYLOR FRIGON CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TAYLOR FRIGON CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GDYN | 3.58% | Financials | 30.01% | 0.9% | 1 | 4% | ||
| INMD | 3.01% | Health | 17.23% | 0.33% | 0 | 5% | ||
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FEATURED IN
TAYLOR FRIGON CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gerard J. Frigon | Chief Compliance Officer/ President/ Chief Investment Officer | November-2006 |
| Karen T. Frigon | Chief Operations Officer | July-2013 |
TAYLOR FRIGON CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
TAYLOR FRIGON CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the “Fundamental” method of security analysis, which requires the analysis of historical and present data, with the goal of making financial forecasts.
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by ...
Unlock Full Investment Process Description
A. The Registrant may utilize the “Fundamental” method of security analysis, which requires the analysis of historical and present data, with the goal of making financial forecasts.
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Margin Transactions (use of borrowed assets to purchase financial instruments)
Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by ...
Unlock Full Investment Process Description
TAYLOR FRIGON CAPITAL Portfolio Concentration
TAYLOR FRIGON CAPITAL Location
656 SANTA ROSA STREET
SUITE 3B
SAN LUIS OBSIPO, California
UNITED STATES, 93401-2802
SUITE 3B
SAN LUIS OBSIPO, California
UNITED STATES, 93401-2802
TAYLOR FRIGON CAPITAL Contact Information
Phone Number: 805-226-0280
Fax Number: 650-242-4220
Website: http://www.taylorfrigon.blogspot.com
Fax Number: 650-242-4220
Website: http://www.taylorfrigon.blogspot.com
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