TF Core Growth Fund | Stock Selection

Evaluate prospective companies by proprietary quantitative metrics:

 

  • Screen by classic fundamental growth criteria; focus on historical trends in return on equity/assets, sales and earnings trends/growth, quality and stability of earnings and cash flow vs. industry/sector/market.

  • Analyze historical revenue and earnings growth and forward growth based on consensus estimates and our own internal estimates of future growth to determine a candidate’s intrinsic value.

  • Assess financial condition and stability: balance sheet analysis, changes in inventories, accounts receivable and payable, earnings quality ratio. Apply rigorous qualitative research to determine company’s prospects considering market position; potential for leadership and possible disruptive aspects of products/services.

  • Review SEC filings, company presentations, press coverage, conference calls, analyst research (both Wall Street and independent).

  • Analyze the company’s business model, assess the quality of management, talk to suppliers and customers, review strategic decisions, new products, innovations, cost cutting, insider transactions.

  • Determine a candidate's total addressable market and the prospects for market share.

  • Ultimate decision: Is this a business we want to own?

                     

                      Taylor Frigon Core Growth Fund

                        Inspired by Taylor Frigon Capital Management, LLC 

 

Investors should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. You may obtain a prospectus on this website or by calling the transfer agent at (888) 897-4821. The prospectus should be read carefully before investing.

Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

An investment in the Fund is subject to investment risks, including the possible loss of the principal amount invested. There can be no assurance that the Fund will be successful in meeting its objectives. The Fund invests in common stocks which subjects investors to market risk. The Fund is subject to growth investing risk.  Growth stocks are generally more volatile than value stocks and the earnings growth of these companies may not occur or be sustained.  The Fund invests in small and mid-cap companies, which involve additional risks such as limited liquidity and greater volatility.

Distributed by Rafferty Capital Markets, LLC ­ Garden City, NY 11530.