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Rating:Beyond California Dreamin': A Mutual Fund Newbie Eyes Broader Distribution Not Rated 4.0 Email Routing List Email & Route  Print Print
Thursday, August 13, 2009

Beyond California Dreamin': A Mutual Fund Newbie Eyes Broader Distribution

Reported by Kimberly Chin

After its first mutual fund launch in April, San Mateo, California-based registered investment advisor The Golub Group is eyeing an expansion to markets beyond its home state.

Colin Higgins
Golub Group
A California-registered fund, the Golub Group Equity Fund currently has AUM of $6.3 million.

"As the fund grows, we hope to expand to other states," said Golub president Colin Higgins in an interview with The MFWire. "We're looking at 2010 to make it available for broader distribution."

The fund, which caps its expense ratio at 125 basis points, is on the Schwab platform.

Unified Fund Securities serves as the fund's distributor and Unified Fund Services is the transfer agent, fund accountant and administrator. Huntington National Bank acts as custodian. (Unified is a subsidiary of Huntington Bancshares.)

Golub has also tapped Ashland Partners & Company for performance verification services.

Golub's debut fund seeks to replicate the firm's core large-cap value equity strategy that it has employed with high net worth clients. It focuses on high-quality dividend paying securities.

Founded in 2003 after it branched out from a San Francisco broker-dealer, Golub has worked with high net-worth individuals and small institutional clients. Higgins said that the market upheaval gave the firm an opportune moment to take advantage of the global equity business by kicking off the fund. 

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