GOFEN & GLOSSBERG LLC Overview

Gofen & Glossberg Llc is an investment advisor that manages 3.7 BN dollars in regulatory AUM and has 27 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 64% of the manager's regulatory AUM.

GOFEN & GLOSSBERG LLC StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GOFEN & GLOSSBERG LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 3.07% Cons. Staples -6.82% -0.07% 0 24%
JNJ 2.8% Health -4.59% -0.01% 0 34%
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FEATURED IN
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GOFEN & GLOSSBERG LLC Founders and Key Employees

Name Title In Position Since
William H. Gofen L.L.C. Member / Portfolio Manager May-1997
Joseph B. Glossberg Executive Committee Member / L.L.C. Member / Portfolio Manager May-1997
Mark R. Goodman L.L.C. Member / Portfolio Manager May-1997
James G. Borovsky Executive Committee Member / L.L.C. Member / Portfolio Manager May-1997
Daniel J. Sobol L.L.C. Member / Portfolio Manager May-1997
John W. Myers L.L.C. Member / Portfolio Manager May-1997
Peter B. Kupferberg Executive Committee/L.L.C. Member / Portfolio Manager May-1997
Charles S. Gofen Executive Committee Member/L.L.C. Member / Portfolio Manager May-1997
Michael A. Gawlik L.L.C. Member / Portfolio Manager May-1997
Mark Brown L.L.C. Member / General Counsel/Chief Compliance Officer September-2005
Michael J. Stelmacki Executive Committee Member/L.L.C. Member / Research Director June-2000
Jonathan T. Vree L.L.C. Member/Portfolio Manager July-2009
Mary P. Burke L.L.C. Member/Senior Research Analyst July-2009

GOFEN & GLOSSBERG LLC Brokers, Custodians, Auditors and Administrators

Type Company

GOFEN & GLOSSBERG LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Gofen and Glossberg offers advice on the following types of investments:

 Exchange-Traded Equities
 Over the Counter Equities
 Foreign Issuers
 Warrants
 Corporate Bonds
 Commercial Paper
 Certificates of Deposit [CD]
 Municipal Bonds
 Mutual Funds
 Annuities
 U.S. Government securities
 Securities Options
 Investment Partnerships [typically real estate, retailing, financial services, venture capital]
 Private Placements





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INVESTMENT SELECTION

Equities
We prefer to buy and own high quality, growing companies with distinctive franchises.
Our objective is to build and manage equity portfolios of 30-40 stocks that outperform the broader market over a market cycle. We typically have a low turnover of stocks in a portfolio, ...
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GOFEN & GLOSSBERG LLC Portfolio Concentration

GOFEN & GLOSSBERG LLC Location

455 CITYFRONT PLAZA, SUITE 3000
CHICAGO, Illinois
UNITED STATES, 60611-5345

GOFEN & GLOSSBERG LLC Contact Information

Phone Number: 312-828-1100
Fax Number: 312-828-9685
Website:

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