TANAKA Growth Fund Secures Second Place in Five-Year Rankings
TANAKA Growth Fund Achieves Top Performance Recognition
The TANAKA Growth Fund, under the management of Tanaka Capital Management, has reached an impressive milestone by securing the number two ranking out of 302 funds in the Multi-Cap Growth category, according to LSEG Lipper. This notable achievement stems from a five-year period ending September 30, during which the fund realized an exceptional total return of 220%. In comparison, this return significantly outperformed both the Wilshire 2500 Growth index and the S&P 500, which recorded returns of 127% and 114%, respectively.
Factors Behind the Fund’s Success
Graham Tanaka, President of Tanaka Capital Management and Co-Portfolio Manager of the fund, articulated his satisfaction with the outstanding performance. He credited the fund's success to active management strategies that adeptly navigate through various market cycles. The investment approach is characterized by a diversified portfolio that ranges from small to mega-cap companies, including both growth-oriented and defensive/value stocks. Additionally, the sectors invested in span technology, healthcare, financials, energy, and materials, contributing to robust performance.
Diversification and Strategic Investments
Co-Portfolio Manager Benjamin Bratt emphasized the importance of their focused methodology on bottom-up stock selection. This strategy aims to identify promising 'Platform Growth' companies early, setting the TANAKA Growth Fund apart in an investment landscape that is increasingly dominated by passive approaches. Recent investments have highlighted sectors such as critical minerals, biotechnology, and electric batteries. These areas have already begun making significant contributions to the fund's current year-to-date gains of 59%, far surpassing the Wilshire 2500 Growth index and the S&P 500, which stood at 15% and 14%, respectively, as of mid-October.
Engagement and Media Presence
Graham Tanaka's expertise has led to a strong media presence, with numerous appearances on reputable platforms such as CNBC, Bloomberg Television, Reuters, and Yahoo Finance Live. His insights into platform companies poised for long-term growth have garnered attention in various business publications, including the Wall Street Journal. For those seeking expert commentary on market trends or investment strategies, he remains available for interviews with business media.
Investment Options for Potential Investors
The TANAKA Growth Fund remains accessible for new investors. Individuals interested in exploring investment opportunities can easily purchase shares either by directly contacting the fund or through major investment platforms like Fidelity, Charles Schwab, Morgan Stanley, Vanguard, Wells Fargo, UBS, LPL Financial Services, and Janney Montgomery Scott. This accessibility is designed to encourage a wider range of investors to join the fund and participate in its promising growth trajectory.
About Tanaka Capital Management
Founded in 1986, Tanaka Capital Management proudly serves as the advisor to the TANAKA Growth Fund. The firm is dedicated to offering tailored investment management solutions to high-net-worth individuals, pension plans, and endowments. At the core of the firm's investment philosophy is the mission of identifying misunderstood or undiscovered companies that possess enduring growth potential. Currently, Tanaka Capital Management is welcoming new clients for privately managed accounts, enhancing its reach in the market.
Considerations for Potential Investors
It is important for potential investors to note that the Fund's past performance does not guarantee future results. The value of an investment can fluctuate, potentially resulting in shares being worth less or more than their original cost upon redemption. Performance data reflecting the latest month-end results can be acquired by contacting the fund directly.
Frequently Asked Questions
What is the TANAKA Growth Fund's recent performance?
The TANAKA Growth Fund achieved a five-year return of 220%, ranking #2 out of 302 funds in its category.
Who manages the TANAKA Growth Fund?
The fund is managed by Tanaka Capital Management, with Graham Tanaka and Benjamin Bratt as Co-Portfolio Managers.
How can I invest in the TANAKA Growth Fund?
Individuals can invest by calling the fund directly at 1-877-4TANAKA or through major investment platforms.
What sectors does the TANAKA Growth Fund invest in?
The fund holds a diversified portfolio across sectors such as technology, healthcare, financials, energy, and materials.
Is the TANAKA Growth Fund open to new investors?
Yes, the TANAKA Growth Fund is currently accepting new investors.
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