A MESSAGE FROM OUR FOUNDER

The Golub Group has grown out of my 40 plus years in the investment business – a career spanning market environments characterized by good times, bad times, fear and greed. This experience has shown that the best way to grow wealth is to focus on minimizing risk. We do this by investing in world-class businesses, paying strict attention to valuation, diversifying and practicing patience.

Today, the Golub Group offers its institutional grade investment management to high net worth individuals, investment advisors, foundations and select institutional investors. We look forward to helping you achieve your financial goals.

Sincerely,

Michael M. Golub
Chairman

Total Firm Assets:
$593 Million

Average Number of
Portfolio Positions:
30-35

Average Annual
Portfolio Turnover:
20% - 25%

Top 10 Equity Holdings:

• Microsoft Corp.
• Chevron Corp.
• ConocoPhillips
• United Parcel Service, Inc.
• Diageo plc
• Paychex, Inc.
• Chevron Corp.
• The Home Depot, Inc.
• Proctor and Gamble Company
• Berkshire Hathaway
• Johnson and Johnson

(As of December 31, 2009)

PRIVACY | TERMS OF USE

SAN MATEO OFFICE 1850 Gateway Drive, Suite 600, San Mateo, CA 94404 Phone (650) 212-2240 Fax (650) 212-2249
PASADENA OFFICE 215 N. Marengo Ave., Suite 390, Pasadena, CA 91101 Phone (626) 356-2400 Fax (626) 356-2415

CONTACT
info@golubgroup.com