Golden Capital Equity Team

The Golden Capital Equity team believes there are inefficiencies in equity markets resulting from behavioral biases, sub-optimal managerial decisions, information asymmetries, and market frictions. Our research and investment decisions are based on the premise that earnings drive stock prices in the long run and that undervalued companies with improving earnings fundamentals, strong balance sheets, experienced management teams, and well-positioned products should exhibit price appreciation. The team offers both domestic and international equity portfolios.

Investment Process - Fundamentally based, quantitatively executed
The team's research is fundamentally based and quantitatively executed using proprietary multi-factor models. The models objectively and systematically analyze companies based primarily on measures of valuation and earning fundamentals. Rankings produced by the models indicate the relative attractiveness of each company in an investment universe, and this information is an important input into buy and sell decisions. Investment professionals conduct further analysis and incorporate risk control measures to minimize unintended portfolio risks including guidelines for exposures to individual positions, sectors, and risk factors. We refer to this process as the Active-Quant Approach as it combines the merits of quantitative methods and qualitative validation.

Portfolio management team

Greg GoldenGreg Golden, CFA
Team Leader
Senior Portfolio Manager
30 years industry experience
Jeff Moser, Jeff Moser, CFA
Senior Portfolio Manager
33 years industry experience
John CampbellJohn Campbell, CFA
Portfolio Manager
18 years industry experience
Justin CarrJustin Carr, CFA
Portfolio Manager
16 years industry experience
Vince FioramontiVince Fioramonti, CFA
Portfolio Manager
31 years industry experience
Rob WicentowskiRob Wicentowski, CFA
Portfolio Manager
12 years industry experience
Tara StergisTara Stergis
Portfolio Manager
31 years industry experience
David NealDavid Neal, CFA
Portfolio Manager
13 years industry experience

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