Fund Overview

Performance

Performance

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Portfolio & Holdings

Portfolio & Holdings

About the Affiliate

About GW&K Investment Management

GW&K Investment Management is a dynamic investment management firm that offers asset allocation, active equity, and fixed income investment solutions to help meet the needs of a diverse client base. GW&K’s founding principles of applying rigorous fundamental research, focusing on quality, and maintaining a long-term view still guide its investment process today.

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FOUNDED

1974

AMG AFFILIATE SINCE

2008

HEADQUARTERS

Boston, MA

Portfolio Managers

Daniel L. Miller, CFA

PARTNER, DIRECTOR OF EQUITIES

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Jeffrey O. Whitney, CFA

PARTNER, PORTFOLIO MANAGER

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Investment Approach

Investment Approach

AMG GW&K Small Cap Value Fund

  • The Fund primarily invests in undervalued small cap companies
  • GW&K believes quality small cap companies trading at low valuation levels offer attractive opportunities for stock price appreciation over time.
  • Companies that can generate sustainable earnings growth possess these key attributes:
    • A high quality management team focused on enhancing long-term value for shareholders.
    • Experienced and motivated management
    • Improving business model
    • Catalyst for positive market revaluation
  • GW&K seeks to add value through a fundamental research process and proprietary screening. A disciplined long-term research focus seeks to identify well-managed, undervalued companies with improving fundamental and financial characteristics

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