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 03/31/17. The fund's latest filing disclosed 3BN in positions, representing 68% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/17. The fund's latest filing disclosed 3BN in positions, representing 68% of the manager's regulatory AUM.
GOFEN & GLOSSBERG LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GOFEN & GLOSSBERG LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 2.93% | Financials | -0.55% | -0.05% | 0 | 38% | ||
| PG | 2.88% | Cons. Staples | 0.28% | -0.06% | 0 | 26% | ||
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FEATURED IN
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
6
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, ...
Get the Full Report
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
6
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, ...
Get the Full Report
GOFEN & GLOSSBERG LLC Portfolio Concentration
GOFEN & GLOSSBERG LLC Location
455 CITYFRONT PLAZA, SUITE 3000
CHICAGO, Illinois
UNITED STATES, 60611-5345
CHICAGO, Illinois
UNITED STATES, 60611-5345
GOFEN & GLOSSBERG LLC Contact Information
Phone Number: 312-828-1100
Fax Number: 312-828-9685
Website: http://www.gofen.com
Fax Number: 312-828-9685
Website: http://www.gofen.com
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