Our Key Strategies:

  • Fund is based on same philosophy employed by Tanaka Capital.  
  • Focuses on undervalued growth companies
  • We look for reasonable P/E relative to future growth.
  • Ability to invest in all market caps with flexibility to shift weightings to the most attractive market cap sector.
  • Gradually shifting towards later cycle undervalued growth companies over next 12-24 months  
  • Anticipate investors will continue to move from bonds to dividend-paying equities.
  • We believe "stock selection" will continue to be a source of value added in the 2nd half of a protracted, slow growth economic expansion.
  • Our analysis of equity risk premia suggests that Growth Stocks in general remain relatively cheap vs. Value Stocks.