Lateef Investment Management
Investment Management, 1000 4th St 800, San Rafael, California, 94901, United States, 11-50 Employees
Phone Number: +14*********
Who is LATEEF INVESTMENT MANAGEMENT
Founded in 1974, Lateef Investment Management, L.P., was the predecessor firm of TCM – Tran Capital Management. The company was transformed following a management buyout in 2017 led by Qu...
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Headquarters: 1000 4th St 800, San Rafael, California, 94901, United States
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Date Founded: 1974
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Employees: 11-50
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Lateef Investment Management
Answer: Lateef Investment Management's headquarters are located at 1000 4th St 800, San Rafael, California, 94901, United States
Answer: Lateef Investment Management's phone number is +14*********
Answer: Lateef Investment Management's official website is https://trancapital.com
Answer: Lateef Investment Management's revenue is Under $1 Million
Answer: Lateef Investment Management's SIC: 6282
Answer: Lateef Investment Management's NAICS: 523940
Answer: Lateef Investment Management has 11-50 employees
Answer: Lateef Investment Management is in Investment Management
Answer: Lateef Investment Management contact info: Phone number: +14********* Website: https://trancapital.com
Answer: Founded in 1974, Lateef Investment Management, L.P., was the predecessor firm of TCM – Tran Capital Management. The company was transformed following a management buyout in 2017 led by Quoc Tran, Chief Investment Officer, and Eric Winterhalter, President. In 2021, the firm was renamed after four years of improved investment performance and business management. “Becoming Tran Capital Management is a recognition of the hard work and accomplishments of our team as well as the aspirations of our organization to deliver on behalf of our clients in the dynamic capital markets of today and tomorrow,” said TCM Chief Investment Officer Quoc Tran in announcing the name change. “Ours is a firm with a high functioning, collaborative, diverse, and sustainable investment culture.” TCM manages concentrated equity strategies for institutions and high net worth investors following a growth at a reasonable price, or GARP, style. A four-member investment team manages the Multi-Cap Growth Strategy, the Partners Strategy, and the Focused Sustainable Growth Fund. The firm is focused on: Portfolio Concentration TCM portfolios each comprise a diversified collection of stock of 15 to 25 companies. The practice of concentrating investment capital in a smaller number of securities is designed to maximize alpha by focusing on our highest-conviction ideas. Growth at a Reasonable Price (GARP) Style TCM invests in growing companies whose valuations are not so dear as to preclude robust returns to their shareholders. By seeking not to pay to high a price for stocks, TCM seeks to improve the risk-return profile of its clients’ portfolios. High Active Share In their composition, TCM portfolios are designed to look different than broad market stock indexes. Typically, our portfolios generate active share measures above 85% in their market differentiation.
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