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AMG GW&K Small/Mid Cap Growth Fund – I (ACWIX)

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17.99 -0.70    -3.75%
18/12 - 延迟数据. USD 货币
类型:  基金
市场:  美国
发行商:  AMG Funds
资产类别:  股票
  • 晨星评级:
  • 总资产: 9.91M
AMG Managers LMCG Small Cap Growth I 17.99 -0.70 -3.75%

ACWIX概述

 
本页面提供AMG GW&K Small/Mid Cap Growth Fund – I的详细介绍,帮助您了解ACWIX的高管、总资产、投资策略和联系方式等信息。
种类

Small Growth

总资产

9.91M

费用

0.87%

开始日期

40695

联络信息

地址 One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Stamford,CT 06901
United States
电话 800.835.3879

高管

名称 标题 任期
Daniel L. Miller Partner 2021 now
背景介紹 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.
Joseph C. Craigen Research Analyst 2021 now
背景介紹 Joe serves as a portfolio manager for GW&K’s Small Cap and Small/Mid Cap Growth Strategies and is a member of the firm’s Investment Committee. He is also a research analyst focused on our Small Cap Core and Small/Mid Cap Core Strategies. Joe is a seasoned investor with expertise in a number of industries including extensive experience in Information Technology. Prior to joining GW&K in 2008, Joe 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
背景介紹 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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