General Investing >> Money Manager Interviews >> October 18, 2004

M.GOLUB / C.HIGGINS / K.HOEFER – GOLUB GROUP

Golub, Michael
Michael Golub, Founder and CEO of Golub Group LLC, began his career in the securities industry in 1967. His 45 years in different investment climates give him a depth of experience and perspective possessed by few in the industry today. His principal responsibility at Golub Group is to direct the firm’s activities and to serve as its Senior Portfolio Manager. Mr. Golub is a graduate of the University of Colorado Boulder with a B.S. in finance. He takes great joy in applying his experience as a Portfolio Manager and Adviser for the benefit of clients and in his management and leadership of Golub Group's team.  Profile
Hoefer, Kurt
Kurt Hoefer, CFA, is Portfolio Manager and Research Analyst at Golub Group LLC, and he brings over 19 years of investment analysis, equity research and portfolio management experience to the Golub Group. Prior to joining the firm, he founded and built Hoefer Capital Management, LLC, to counsel families and individuals on investment and financial matters. Previously, he was an Investment Banker with Thomas Weisel Partners and Banc of America Securities, an institutional Stock Analyst at Salomon Brothers and a member of the investment team for a family office, Shamrock Capital Partners. Mr. Hoefer received his MBA from the UCLA Anderson School of Management and a bachelor’s degree in economics from Stanford University. Profile
Higgins, Colin
Colin Higgins, President, Portfolio Manager and Research Analyst at Golub Group LLC, brings over 15 years of investment analysis, equity research and portfolio management experience to Golub Group. Prior to the formation of the Golub Group, Mr. Higgins served as a Research Analyst and Portfolio Manager with regional investment firms Branch Cabell & Co. and Hoefer and Arnett, Inc. Mr. Higgins earned his B.A. in history from Washington and Lee University. Profile
TWST: Would you begin with a brief overview of the Golub Group and your

respective responsibilities there?

Mr. Higgins: The Golub Group is an independent registered investment

advisory firm