Golub Group Named a Top Guns Manager of the Decade by PSN
PASADENA, Calif., March 13, 2013
PASADENA, Calif., March 13, 2013 /PRNewswire/ --Golub Group, LLC, is proud to
announce that they have been named a Top Guns Manager of the Decade by Informa
Investment Solutions PSN, an independent national money manager database. PSN
evaluated all large cap core managers for performance and risk over the
10-year period ended December 31, 2012. The top 10 are recognized for their
ability to significantly outperform the S&P 500 Index without taking on excess
risk, while maintaining a high correlation to the benchmark.
This is the firm's second Top Guns award, the first occurring in 2007.
"We are honored to be recognized as a Manager of the Decade," said founder and
CEO Michael Golub. "It's incredibly rewarding to know that our diligence and
commitment to client satisfaction has not only produced outstanding results,
but has been recognized so magnanimously in the industry."
Golub Group specializes in value investing, seeking high quality assets at
attractive prices. Their portfolios are designed to deliver long-term growth
and income, while mitigating risk as much as possible.Each investment is
viewed as an ownership opportunity in a business that has an intrinsic value
that may or may not be reflected in its current stock price. In addition to
valuation, their research focuses on building a diversified portfolio of
industry-leading, global businesses that have a history of paying sustainable
"We are very proud to have delivered on our promise to our clients. To be
included on the Top Guns list demonstrates our dedication to our craft and is
a terrific accolade for our hard-working team," said Colin Higgins, president
and portfolio manager.
Golub Group's equity accounts also earned a five-star rating from Morningstar
for 10 years and four-stars overall as of 12/31/2012.
About Golub Group, LLC
Golub Group, LLC, is a leading provider of investment management solutions for
high net-worth individuals and institutional clients in Northern California
and across the country. They offer separately managed accounts, with each
portfolio constructed to meet the unique objectives of the individual
investor, and a mutual fund, the Golub Group Equity Fund (GGEFX).
The firm currently manages more than $800 million in assets and has locations
in Pasadena and San Mateo, California.
For more information, visit http://www.golubgroup.com.
About Informa Top Guns Rankings
The PSN Large Cap Core universe is comprised of 227 firms and 358 products.
Criteria: The PSN universes were created using the information collected
through the PSN investment manager questionnaire and use only gross of fee
returns. Mutual fund and commingled fund products are not included in the
universe. Products must have an R-Squared of 0.80 or greater relative to the
style benchmark for the ten year period ending DECEMBER 31, 2012. Moreover,
products must have returns greater than the style benchmark for the ten year
period ending DECEMBER 31, 2012 and also Standard Deviation less than the
style benchmark for the ten year period ending DECEMBER 31, 2012. At this
point, the top ten performers for the latest 10 year period ending DECEMBER
31, 2012 become the PSN Top Guns Manager of the Decade.
All Rights Reserved. The Investment Manager Top Guns is powered by PSN. PSN is
an investment manager database and is a division of Informa Investment
Because of the possibility of human or mechanical error by Informa Investment
Solutions (IIS) sources or others, IIS does not guarantee the accuracy,
adequacy, completeness or availability of any information and is not
responsible for any errors or omissions or for the results obtained from the
use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES,
INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A
PARTICULAR PURPOSE OR USE. In no event shall IIS be liable for any indirect,
special or consequential damages in connection with use of any information or
derived using information based on any Investment Manager Top Guns results.
S&P 500 Index is a widely recognized unmanaged index of equity prices and is
representative of a broader market and range of securities than is found in
the Strategy. One cannot invest in an index.
For each separate account with at least a three-year history, Morningstar
calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return
measure that accounts for variation in a separate account's monthly
performance placing more emphasis on downward variations and rewarding
consistent performance. The top 10% of separate accounts in each category
receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars,
the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall
Morningstar Rating for a separate account is derived from a weighted average
of the performance figures associated with its three-, five- and ten-year (if
applicable) Morningstar Rating metrics. Golub Group Equity composite was rated
against the following numbers of U.S.-domiciled Large Blend separate accounts
over the following time period: 263 separate accounts in the last 10 years.
With respect to these Large Blend separate accounts, Golub Group Equity
received a Morningstar Rating of five stars for the ten-year period, as of
September 30, 2012.
© 2012 Morningstar, Inc. All Rights Reserved. The information contained
herein: (1) is proprietary to Morningstar and/or its content providers; (2)
may not be copied or distributed; and (3) is not warranted to be accurate,
complete or timely. Neither Morningstar nor its content providers are
responsible for any damages or losses arising from any use of this
information. Past performance is no guarantee of future results.
Golub Group did not pay a fee to participate in either survey.
SOURCE Golub Group, LLC
Contact: Seuk Kim, SunStar Strategic, +1-703-894-1058,
firstname.lastname@example.org; Colin Higgins, President, Golub Group, LLC,
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