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






SMALL
CAP
CORE


                

Assets in Strategy (6/30/2008) $716,239,421

Inception Date 6/30/2002

Manager Tenure Since Inception

Common Benchmarks S&P SmallCap 600 Index
Russell 2000 Index

Market Cap Range For Strategy $200 Million to $2.5 Billion

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

Number of Holdings 60

Position Weightings 1.65% (At Funding)

Tracking Error 4%-6%

Excess Return Objective 3%-5%

Available Investment Vehicles Mutual Funds
Institutional Accounts
Managed Accounts
   
 

  Strategy Summary

  Performance Disclosure