TELOS CAPITAL Overview
Telos Capital Management Inc. is an investment advisor that manages 346.3 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 12/31/20. The fund's latest filing disclosed 656MM in positions, representing 189% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/20. The fund's latest filing disclosed 656MM in positions, representing 189% of the manager's regulatory AUM.
TELOS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TELOS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.94% | Tech | 1.26% | -0.58% | 0 | 52% | ||
| MBB | 4.97% | ETF | -0.88% | -0.26% | 0 | 4% | ||
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FEATURED IN
TELOS CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stefan N. Meierhofer | Director/Chief Compliance Officer/Chief Investment Officer/President/Ceo | January-2009 |
| Jonathan P. Fairchild | Director | March-2014 |
TELOS CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
TELOS CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
TCM believes that the key to successful investing lies in establishing and adhering to a solid long-term investment plan, and that diversification across multiple asset classes can optimize the risk and potential return of a portfolio. Diversification is based on the premise that different types of investments, or asset classes, generally react differently to various market events. Depending on a client’s investment objectives, we may utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. TCM’s investment process relies upon in-depth fundamental research to actively select securities for client accounts. Each security is evaluated on a set of criteria that are designed to identify investments that are priced at what we consider a discount to their fundamental intrinsic value. Within each inve...
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Methods of Analysis and Investment Strategies
TCM believes that the key to successful investing lies in establishing and adhering to a solid long-term investment plan, and that diversification across multiple asset classes can optimize the risk and potential return of a portfolio. Diversification is based on the premise that different types of investments, or asset classes, generally react differently to various market events. Depending on a client’s investment objectives, we may utilize multiple asset classes, investment styles, market capitalizations, sectors, and regions to provide diversification. TCM’s investment process relies upon in-depth fundamental research to actively select securities for client accounts. Each security is evaluated on a set of criteria that are designed to identify investments that are priced at what we consider a discount to their fundamental intrinsic value. Within each inve...
Unlock Full Investment Process Description
TELOS CAPITAL Portfolio Concentration
TELOS CAPITAL Location
12121 SCRIPPS SUMMIT DRIVE
SUITE 350
SAN DIEGO, California
UNITED STATES, 92131-4610
SUITE 350
SAN DIEGO, California
UNITED STATES, 92131-4610
TELOS CAPITAL Contact Information
Phone Number: (858) 271-6350
Fax Number: (858) 271-6360
Website: http://www.telosinc.com
Fax Number: (858) 271-6360
Website: http://www.telosinc.com
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