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Greg Golden

Greg Golden

Greg Golden, CFA is president & CEO at Golden Capital Management, LLC based in Charlotte. He joined the firm in 1999 and prior to this, Greg was senior vice president at Tradestreet Investment Associates Inc. between 1994 and 1999. He is responsible for managing the Golden Small Cap Core and the Large Cap US Equity strategies using a core investment style. Greg graduated from the Belmont University with a degree in Finance and Business Administration. Outside of work Greg enjoys golf, music and hunting.
 —  Invests in own strategies
 —  Runs institutional money
Equities Investment Style:
  • Core
  • Momentum
  • Value
Education:
  • Belmont University
  • Finance/Business Administration
  • Chartered Financial Analyst (CFA)
Interests:
  • Golf
  • Hunting
  • Music

Citywire Rating: Not Rated

not rated

2015

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2016

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2017

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2018

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sector performance

Equity - Small-Cap Core Funds

funds managed

fund total return standard deviation max drawdown
Wells Fargo Disciplined Small Cap Fd;Adm 46.3 % 10.6 -9.8 %
Wells Fargo Small Cap Core Fund;Institutional 23.3 % 13.1 -14.6 %

League Table - Rank 279/291 (4th quartile)

rank Manager Return
278 Greg Hodlewsky 278. Greg Hodlewsky 26.7%
279 Greg Golden 279. Greg Golden 24.1%
280 Robert J. Sullivan 280. Robert J. Sullivan 23.7%
281 James Cullen 281. James Cullen 22.7%
281 Brooks Cullen 281. Brooks Cullen 22.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 -5.5% 4.4%
2017 5.4% 2.4% -1.4% 3.5% 0.8%
2016 15.6% -4.6% -0.5% 9.1% 11.6%
2015 1.8% 5.4% 1.4% -5.5% 0.7%
2014 12.3% 3.6% 3.7% -5.2% 10.3%
2013 7.4%

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