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The Golub Group Investment Philosophy

Our investment philosophy is a long-term growth and income discipline built around minimizing risk.
We are patient investors who believe that wealth is created through the ownership of a well-diversified
portfolio of high-quality securities purchased at attractive valuations, closely monitored, and held for
the long term. Typically we seek investments that produce current income.

In order to minimize risk, we:

– Focus on world-class, large-capitalization, multi-national businesses
– Pay strict attention to the valuation of each business
– Seek current income from dividends
– Invest for the long term
– Diversify

2004
2006


What is
Intrinsic
Value?


Intrinsic value is our
best indicator of the
real present value of a business – as opposed to merely its stock price – because it can help
us project the growth
of the investment
over time.

   
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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