General Investing >> Money Manager Interviews >> July 15, 2016

A Diversified Yet Focused Long-Term Investment Portfolio

Dowling, John
John Dowling serves as Golub Group’s Chief Investment Officer. In this position, he sets the agenda for both the formal and ad hoc meetings of the research team, prioritizes the firm’s inventory of investment opportunities, and assigns research responsibilities to members of the team. In addition, Mr. Dowling is Chairman of the firm’s three-person Investment Committee. As Chairman, he works with his fellow committee members in constructing and actively managing all client portfolios. Mr. Dowling has been conducting securities and financial analysis since 1998. Prior to joining the Golub Group in 2007, he was a Generalist Analyst covering North American markets for Peters MacGregor Capital Management, a value investment firm headquartered in Australia. He has previously held positions as a Senior Valuation Associate at Standard & Poor’s and PricewaterhouseCoopers and as Credit Analyst at Wells Fargo Bank. Mr. Dowling graduated with high honors in business economics from the University of California at Santa Barbara and is a CFA charterholder. Profile
TWST: Would you begin with a brief introduction to Golub Group and tell us a bit about your role there, your client base and total assets under management?

Mr. Dowling: