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Amg Gw&k Small Cap Core Fund Class I (GWEIX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 478.28M
AMG GW&K Small Cap Core I
36.93
+0.51
+1.40%
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GWEIX Overview
On this page you'll find an in-depth profile of Amg Gw&k Small Cap Core Fund Class I. Learn about the key management, total assets, investment strategy and contact information of GWEIX among other information.
Investment Strategy
The investment seeks to provide investors with long-term capital appreciation. The fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of small-capitalization companies. It primarily invests in common stock and preferred stock of U.S. small-capitalization companies. The fund invests in an unrestricted opportunity set, pursuing what the manager believes to be quality companies with either growth- or value-oriented characteristics.
Contact Information
Address
One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Stamford,CT 06901
United States
Stamford,CT 06901
United States
Phone
800.835.3879
Web
www.amgfunds.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Daniel L. Miller | Partner | 2009 | Now |
| Biography | Dan is a partner of the firm and brings over four decades of investment management experience to GW&K. As director of our equity department, he is responsible for overseeing all aspects of our equity investment teams including portfolio management, research, and trading. He is a member of the firm’s Management, Investment, and ESG Committees. Dan has worked with various companies in the Boston area as an investment and financial consultant. Prior to joining GW&K, he spent 21 years at Putnam Investments in Boston, where he was chief investment officer for the specialty growth group and oversaw a team of twenty and up to $100 billion in assets under management. He was also a portfolio management team member of several small and mid-cap growth funds, the lead manager for the Putnam New Opportunities Fund, and a member of Putnam’s management committee and partners group. He began his career as an analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley with highest honors, and received his MBA from Stanford University Graduate School of Business. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Dan serves on the board of trustees for The Rashi School in Dedham, Massachusetts, and on the Investment Committee of the Squam Lakes Association. Previously Dan served as a trustee of Hebrew College, where he remains the Chair of the Investment Committee and a member of the Finance Committee. | ||
| Jeffrey W. Thibault | Associate analyst, Analyst | 2009 | Now |
| Biography | Jeff is a partner as well as a portfolio manager and analyst on our US small cap equity team. He manages our small and small/mid cap core strategies, directs our domestic equity research effort, and provides research coverage for the Energy and Materials sectors. Jeff is a member of the firm’s Management and Investment Committees. Jeff joined GW&K in 2004 to work on a nascent small cap core strategy and build out the firm’s research efforts. Since that time, the team has launched several other small/mid products and built a reputation for low turnover, risk controlled portfolio construction, and high quality stock selection. Previously he spent several years at BNY Asset Management. He worked with researchers in the firm’s centralized equity research department before joining its small cap growth team covering several sectors. Earlier, he worked at State Street Bank and Bay Bank. Jeff earned a BS from the University of Vermont and an MBA from the University of North Carolina, Chapel Hill. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Jeff serves on the board of directors and as a coach for Brookline Youth Hockey. He and his family have been active with programs associated with All Saints Parish in Brookline where he has served on the board; St. Stephen’s Youth Programs in Boston; and My Life My Choice in Boston. | ||
| Edward White | executive Vice President, CIO | 1996 | 2009 |
| Biography | Mr. White is the lead portfolio manager of the Diversified Equity and Equity Dividend Plus Strategies and is a member of the firm’s Executive and Investment Committees. Prior to joining the firm in 1989, Mr. White served as Executive Vice President and Chief Investment Officer of Boston Security Counsellors, the wholly-owned investment management subsidiary of Advest, Inc. He served as Portfolio Manager of Advest’s growth strategies. Prior to these positions, he was a Vice President and principal of David L. Babson & Co., where he managed a growth strategy. | ||
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