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 09/30/16. The fund's latest filing disclosed 215MM in positions, representing 62% of the manager's regulatory AUM.

TELOS CAPITAL StockAlpha

-2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TELOS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 3.8% ETF 4.66% 0.02% 0 10%
AAPL 3.22% Tech -0.31% -0.05% 0 42%
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FEATURED IN
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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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TELOS CAPITAL Portfolio Concentration

TELOS CAPITAL Location

12121 SCRIPPS SUMMIT DRIVE
SUITE 350
SAN DIEGO, California
UNITED STATES, 92131-4610

TELOS CAPITAL Contact Information

Phone Number: (858) 271-6350
Fax Number: (858) 271-6360
Website:

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