Tran Capital Management
Investment Management • 
San Rafael, California, United States • 1-10 Employees
Company overview
| Headquarters | 1000 4th St, 800, San Rafael, California 94901, US |
| Phone number | +14154613800 |
| Website | |
| NAICS | 5231 |
| SIC | 672 |
| Employees | 1-10 |
| Socials |
Key Contact at Tran Capital Management
Eric Winterhalter
President
Tran Capital Management Email Formats
Tran Capital Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@trancapital.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@trancapital.com | 60% |
{first initial}{last name} | jdoe@trancapital.com | 40% |
About Tran Capital Management
TCM – Tran Capital Management manages concentrated stock portfolios for institutions and high net worth investors following a growth at a reasonable price, or GARP, style. We follow an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. TCM views candidate companies for investment in much the same way a strategic investor considers an acquisition target, asking: Does this company have the potential to grow for a long time? Does company management have deep ownership and an independent mindset? Would we want to own the entire company and merge it into our enterprise? A four-member investment team manages the firm’s Multi-Cap Growth Strategy, Partners Strategy, and Focused Sustainable Growth Fund. Formerly called Lateef Investment 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. The firm focuses on the following areas: 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 too 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 differentiation from the market.
Tran Capital Management revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Tran Capital Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Tran Capital Management has never raised funding before.
Tran Capital Management Tech Stack
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