Contact Us

Golden Capital Management, LLC
10715 David Taylor Drive
Suite 150
Charlotte, NC 28262
Tel: 704.593.1144 x113
Fax: 704.593.0240

INFO@GCM1.COM

DIRECTIONS






MID
CAP
CORE


                

Assets in Strategy (6/30/2008) $6,266,260

Inception Date 3/31/2006

Manager Tenure Since Inception

Common Benchmarks Russell Midcap Index

Market Cap Range For Strategy $2 Billion to $14 Billion

Diverification Goal Sector Neutrality
(+/- 5% to GICS Sectors)

Number of Holdings 40

Position Weightings 2.5% (At Funding)

Tracking Error 4%-6%

Excess Return Objective 3%-5%

Available Investment Vehicles Mutual Funds
Institutional Accounts
Managed Accounts
   
 

  Strategy Summary

  Performance Disclosure