Templeton & Phillips Capital Management, LLC
Templeton & Phillips Capital Management, LLC is a registered investment adviser headquartered in Lookout Mountain, Tennessee. The firm was founded in 2012 and manages assets for high net worth individuals, institutions, and other investors. The firm is small, with approximately 3 employees, and provides value-oriented investment management services.
Investment Strategy
Templeton & Phillips Capital Management typically employs a value-based investment approach, focusing on identifying undervalued companies with strong fundamentals and long-term growth potential. The firm seeks investments with a margin of safety and concentrates on a limited number of equity positions reflecting high-conviction ideas. Portfolio construction favors established businesses with durable competitive advantages.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 33.70% | $46.6M | 96,005 | $308.91 | $485.77 | -$4.5M |
A AMZN | AMAZON COM INC | 9.92% | $13.7M | 62,595 | $86.57 | $219.39 | +$1.9M |
H HDB | HDFC BANK LTD | 7.58% | $10.5M | 136,755 | $68.20 | $76.67 | +$1.4M |
D DG | DOLLAR GEN CORP NEW | 7.51% | $10.4M | 90,808 | $88.13 | $114.38 | +$2.5M |
V V | VISA INC | 7.41% | $10.3M | 28,871 | $207.76 | $355.05 | +$132.5K |