Taylor Frigon Core Growth Fund

We begin with structural shifts in the global economy — then focus on sectors most likely to produce the next generation of growth leaders: technology, industrials, healthcare, consumer, and financials.

Proprietary screens evaluate historical and forward revenue and earnings growth, return on equity and assets, and valuation relative to growth prospects. Candidates must outperform industry benchmarks on the metrics that matter most.

Each candidate is assessed on financial health, valuation versus intrinsic value, management quality, competitive position, insider transactions, and total addressable market. We go beyond the numbers — interviewing suppliers and customers and reviewing strategic initiatives.

We build a concentrated portfolio of 30–50 companies. Position sizes reflect conviction and risk-adjusted return potential. May include foreign securities and ADRs.

Positions are reduced when a security approaches intrinsic value, when the macro environment shifts materially, or when the original investment thesis is invalidated. Every holding must remain a business we want to own.