The Tran Capital Focused Fund
The TCM Focused Fund provides access to our signature concentrated investment style in a highly accessible pooled fund format. The Fund invests in a “best ideas” portfolio of high-quality companies that demonstrate sustainable and responsible growth. Like our other products, the fund invests in high-quality companies with improving fundamentals and reasonable valuations.
Investment decisions reflect our long-term point of view, which enables us to focus on the true drivers of economic growth rather than short term distractions. Through thorough and thoughtful consideration of our portfolio companies’ environmental impact and corporate social responsibility we seek to bring alignment between our clients’ values and their investments.
The Tran Capital Focused Fund Strategy Portfolio
(As of 3/31/2021)
The Focused Sustainable Growth Fund Portfolio is constructed from the bottom up, based on discovery and analysis conducted with a long-term, fundamentals-based perspective.
There are no assets in this category.
Current and future portfolio holdings are subject to change and risk. References to these companies are not a solicitation or a recommendation to buy, hold or sell any securities. The holdings presented are classified using Global Industry Classification Standards (GICS).