MWM | Customer Success
CUSTOMER SUCCESSESINVESTMENT MANAGER | TAYLOR FRIGION CAPITAL MANAGEMENT
Taylor Frigon Capital Management LLC is a respected leader in wealth planning and investment management with headquarters in Paso Robles, California. It is an independent, privately owned firm providing services for individuals, families, and businesses. Investment decisions are based on research and not dictated by any brokerage firm, investment bank, or mutual fund company.
Dave Mathisen is responsible for Taylor Frigon’s Portfolio Management and Research. He has over seven years of professional investment experience at Merrill Lynch and Taylor Frigon Capital Management. He previously served as an officer in the U.S. Army’s 82nd Airborne Division and the 4th Infantry Division. Dave became interested in Quantum4D because of his military background. “In the military you soon learn that the battle field is 3D. Modern market research is getting to the point where it’s as complicated and competitive as a battlefield. A 3D perspective of financial markets is becoming essential.” The Taylor Frigon investment strategy is descended from the investment strategy used by Richard C. Taylor (1934 – 2004), who managed portfolios alongside Thomas Rowe Price, Jr. (1898 – 1983) in the 1960s and 1970s. His philosophy, in turn, was descended from the investment philosophy developed by Mr. Price in the 1930s and honed over the course of the following decades by Taylor Frigon's President and Chief Investment Officer, Gerry Frigon. Dave has developed financial models based on spreadsheets that enable Taylor Frigon to monitor portfolio according to Price’s guidelines. These include looking for these characteristics in growth companies:
Obviously, modelling these sort of characteristics go well beyond the capabilities of normal spreadsheets - which is why Dave signed up with Quantum4D.
Dave can create model portfolios in Quantum4D simply by dragging and dropping stock symbols from the data repository into the model. Then by selecting from different custom “Lenses”, Dave can see historical trends by looking at straight values or percentage changes since particular dates. What Dave likes best is that the Quantum4D automatically creates a custom index for the portfolio that allows Dave to view performance against, for example the Dow Jones industrial average or the S&P 500. “I believe this will have some very powerful portfolio attribution analysis applications for me. I am already thinking about all the ways I can compare performance of various sub-groups of securities in our portfolios versus one another, securities selected by any criteria we choose (such as one sector vs another, or larger market cap stocks vs smaller market cap stocks, etc).” Quantum4D is in the process of adding an extra layer of sophistication and precision to Taylor Frigon’s arsenal of portfolio management tools. The battle may not be over, but their superior position in the terrain of wealth managers is assured. |
Taylor Frigon Capital Management LLC is a respected leader in wealth planning and investment management with headquarters in Paso Robles, California. It is an independent, privately owned firm providing services for individuals, families, and businesses. Investment decisions are based on research and not dictated by any brokerage firm, investment bank, or mutual fund company.
Dave Mathisen is responsible for Taylor Frigon’s Portfolio Management and Research. He has over seven years of professional investment experience at Merrill Lynch and Taylor Frigon Capital Management. He previously served as an officer in the U.S. Army’s 82nd Airborne Division and the 4th Infantry Division.
Dave became interested in Quantum4D because of his military background. “In the military you soon learn that the battle field is 3D. Modern market research is getting to the point where it’s as complicated and competitive as a battlefield. A 3D perspective of financial markets is becoming essential.”
Dave’s investment philosophy is closely aligned to that of the master of growth investment: Thomas Rowe Price Jr. Price pioneered the methodology of growth investing by focusing on well-managed companies in fertile fields whose earnings and dividends were expected to grow faster than inflation and the overall economy.
Dave has developed financial models based on spreadsheets that enable Taylor Frigon to monitor portfolio according to Price’s guidelines. These include looking for these characteristics in growth companies::
Dave Mathisen is responsible for Taylor Frigon’s Portfolio Management and Research. He has over seven years of professional investment experience at Merrill Lynch and Taylor Frigon Capital Management. He previously served as an officer in the U.S. Army’s 82nd Airborne Division and the 4th Infantry Division.
Dave became interested in Quantum4D because of his military background. “In the military you soon learn that the battle field is 3D. Modern market research is getting to the point where it’s as complicated and competitive as a battlefield. A 3D perspective of financial markets is becoming essential.”
Dave’s investment philosophy is closely aligned to that of the master of growth investment: Thomas Rowe Price Jr. Price pioneered the methodology of growth investing by focusing on well-managed companies in fertile fields whose earnings and dividends were expected to grow faster than inflation and the overall economy.
Dave has developed financial models based on spreadsheets that enable Taylor Frigon to monitor portfolio according to Price’s guidelines. These include looking for these characteristics in growth companies::
- Superior research to develop products and markets.
- A lack of cutthroat competition.
- A comparative immunity from government regulation.
- Low total labor costs, but well-paid employees.
- At least a 10% return on invested capital, sustained high profit margins, and a superior growth of earnings per share.
Obviously, modelling these sort of characteristics go well beyond the capabilities of normal spreadsheets - which is why Dave signed up with Quantum4D.
Quantum4D is working with Dave on two separate projects:
- Monitoring portfolio performance against benchmarks
- Developing a network analysis approach gauging to highlight correlations, covariance and other types of derivative behavior of companies in dealing with their competition
While the second project is in the specification stage. the first is being actively implemented.
Dave can create model portfolios in Quantum4d simply by dragging and dropping stock symbols from the data repository into the model. Then by selecting from different custom “Lenses”, Dave can see historical trends by looking at straight values or percentage changes since particular dates. What Dave likes best is that the Quantum4D automatically creates a custom index for the portfolio that allows Dave to view performance against, for example the Dow Jones industrial average or the S&P 500.
As Dave says:
“I believe this will have some very powerful portfolio attribution analysis applications for me. I am already thinking about all the ways I can compare performance of various sub-groups of securities in our portfolios versus one another, securities selected by any criteria we choose (such as one sector vs another, or larger market cap stocks vs smaller market cap stocks, etc).”
Quantum4D is in the process of adding an extra layer of sophistication and precision to Taylor Frigon’s arsenal of portfolio management tools. The battle may not be over, but their superior position in the terrain of wealth managers is assured.
Taylor Frigon Capital Management LLC is a respected leader in wealth planning and investment management with headquarters in Paso Robles, California. It is an independent, privately owned firm providing services for individuals, families, and businesses. Investment decisions are based on research and not dictated by any brokerage firm, investment bank, or mutual fund company.
Dave Mathisen is responsible for Taylor Frigon’s Portfolio Management and Research. He has over seven years of professional investment experience at Merrill Lynch and Taylor Frigon Capital Management. He previously served as an officer in the U.S. Army’s 82nd Airborne Division and the 4th Infantry Division.
Dave became interested in Quantum4D because of his military background. “In the military you soon learn that the battle field is 3D. Modern market research is getting to the point where it’s as complicated and competitive as a battlefield. A 3D perspective of financial markets is becoming essential.”
Dave’s investment philosophy is closely aligned to that of the master of growth investment: Thomas Rowe Price Jr. Price pioneered the methodology of growth investing by focusing on well-managed companies in fertile fields whose earnings and dividends were expected to grow faster than inflation and the overall economy.
Dave has developed financial models based on spreadsheets that enable Taylor Frigon to monitor portfolio according to Price’s guidelines. These include looking for these characteristics in growth companies::
Dave Mathisen is responsible for Taylor Frigon’s Portfolio Management and Research. He has over seven years of professional investment experience at Merrill Lynch and Taylor Frigon Capital Management. He previously served as an officer in the U.S. Army’s 82nd Airborne Division and the 4th Infantry Division.
Dave became interested in Quantum4D because of his military background. “In the military you soon learn that the battle field is 3D. Modern market research is getting to the point where it’s as complicated and competitive as a battlefield. A 3D perspective of financial markets is becoming essential.”
Dave’s investment philosophy is closely aligned to that of the master of growth investment: Thomas Rowe Price Jr. Price pioneered the methodology of growth investing by focusing on well-managed companies in fertile fields whose earnings and dividends were expected to grow faster than inflation and the overall economy.
Dave has developed financial models based on spreadsheets that enable Taylor Frigon to monitor portfolio according to Price’s guidelines. These include looking for these characteristics in growth companies::
- Superior research to develop products and markets.
- A lack of cutthroat competition.
- A comparative immunity from government regulation.
- Low total labor costs, but well-paid employees.
- At least a 10% return on invested capital, sustained high profit margins, and a superior growth of earnings per share.
Obviously, modelling these sort of characteristics go well beyond the capabilities of normal spreadsheets - which is why Dave signed up with Quantum4D.
Quantum4D is working with Dave on two separate projects:
- Monitoring portfolio performance against benchmarks
- Developing a network analysis approach gauging to highlight correlations, covariance and other types of derivative behavior of companies in dealing with their competition
While the second project is in the specification stage. the first is being actively implemented.
Dave can create model portfolios in Quantum4d simply by dragging and dropping stock symbols from the data repository into the model. Then by selecting from different custom “Lenses”, Dave can see historical trends by looking at straight values or percentage changes since particular dates. What Dave likes best is that the Quantum4D automatically creates a custom index for the portfolio that allows Dave to view performance against, for example the Dow Jones industrial average or the S&P 500.
As Dave says:
“I believe this will have some very powerful portfolio attribution analysis applications for me. I am already thinking about all the ways I can compare performance of various sub-groups of securities in our portfolios versus one another, securities selected by any criteria we choose (such as one sector vs another, or larger market cap stocks vs smaller market cap stocks, etc).”
Quantum4D is in the process of adding an extra layer of sophistication and precision to Taylor Frigon’s arsenal of portfolio management tools. The battle may not be over, but their superior position in the terrain of wealth managers is assured.