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Amg Gw&k Small/mid Cap Growth Fund – I (ACWIX)
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14/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 10.08M
AMG Managers LMCG Small Cap Growth I
18.94
-0.29
-1.51%
- Overview
- Profile
- Historical Data
- Holdings
ACWIX Overview
On this page you'll find an in-depth profile of Amg Gw&k Small/mid Cap Growth Fund – I. Learn about the key management, total assets, investment strategy and contact information of ACWIX among other information.
Investment Strategy
The investment seeks to provide long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-capitalization companies. The manager currently defines small- and mid-capitalization companies to be those with market capitalizations at the time of purchase within the range of capitalizations of companies in the Russell 2500® Growth Index. The subadviser seeks to identify quality companies with growth 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 | 2021 | Now |
| Biography | Dan is responsible for overseeing all aspects of our Equity teams, including portfolio management, research, and trading. He also is a member of the firm’s Management, Investment and ESG Committees. Dan brings more than three decades of industry experience to GW&K. Prior to joining the firm, Dan worked with various companies in the Boston area as an Investment and Financial Consultant. Previously he spent 21 years at Putnam Investments in Boston, where he was Chief Investment Officer for the Specialty Growth Group overseeing a team of twenty and up to $100 billion in assets under management. He was a portfolio management team member of several small and mid cap growth funds, and the lead manager for the Putnam New Opportunities Fund since its inception in 1990. Dan was also 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 and received his MBA from Stanford University Graduate School of Business. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston. | ||
| Joseph C. Craigen | Research Analyst | 2021 | Now |
| Biography | Joe serves as a Portfolio Manager for GW&K’s Small Cap Growth Strategy and is a member of the firm’s Investment Committee. He is also a research analyst focused on our Small Cap and Small/Mid Cap Core Strategies. Joe is a seasoned analyst with expertise in a number of industries including extensive experience in the Technology sector. Prior to joining GW&K in 2008, he held research analyst positions at Citizens Funds and Needham & Company and was a research associate at Tucker Anthony. Joe received an AB in Economics from Harvard College. He has earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston. | ||
| Andrew Morey | Portfolio Manager | 2010 | 2021 |
| Biography | Andrew Morey joined LMCG in January 2012 as Portfolio Manager of the Small Cap Growth and Small/Mid Cap Growth strategies by virtue of LMCG’s acquisition of Crosswind Investments, LLC. Prior to joining LMCG, Mr. Morey was a Partner with Crosswind Investments, LLC and the portfolio manager for the Crosswind Small and Small/Mid Cap strategies. Mr. Morey was also the founder and lead portfolio manager of Tartan Partners, LLC. Prior to Tartan Partners, Mr. Morey worked at State Street Research & Management from 1995-2005. He spent five years as an analyst focusing on a variety of sectors, and then served as lead portfolio manager for the Concentrated Small Cap Growth strategy as well as co-portfolio manager on the Small Cap Growth strategy from 2000-2005 responsible for managing $1.8 billion in assets. Mr. Morey was also a research analyst for Gabelli & Co. from 1994–1995 and worked as a research analyst for Kidder Peabody from 1991-1993. Mr. Morey is a CFA charterholder. He holds a B.A. from Vanderbilt University and an M.B.A. from Columbia Business School. | ||
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