Comparison of the Growth of a $100 Investment in Tanaka Focus Fund,

S&P 500, and the Russell 3000 Growth

TCM Focus Portfolio

("Tanaka Focus Fund")

  • Created in July 2013, with the primary goal to invest in our best names regardless of industry concentration or tax implications in order to maximize gross returns
  • TCM Focus Portfolio is individually managed and highly concentrated, containing up to 8-12 of our best equity investments
    • Can be invested up to 100% in one security or 100% in cash
    • Expectation is to be invested in 8-10 names on average
  • TCM Focus Portfolio permits an active approach to trading optimized for tax-exempt assets, resulting in higher turnover and therefore greater potential for taxable short-term capital gains
  • Given the high concentration, there are greater risks and significantly higher volatility associated with the portfolio

​Tanaka Capital Management

Investment Strategy

Quarterly Performance since Inception

(Through 9/30/17)

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