Great Lakes Disciplined Equity Fund Institutional Class
GLDNX
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- Great Lakes Disciplined Equity Fund Institutional Class (GLDNX) is an open-end mutual fund that seeks total return by investing primarily in equity securities of large-capitalization U.S. companies, with at least 80% of its assets allocated to companies included in the Russell 1000 Index or similar large-cap benchmarks; it employs a disciplined, multi-dimensional investment process emphasizing active management across AllCap, LargeCap, SMidCap, and customized ESG, thematic, and tax-managed strategies. The fund offers institutional-class shares as part of the Managed Portfolio Series trust, managed by the Disciplined Equity team at Great Lakes Advisors, LLC, which utilizes robust data-driven approaches to outperform benchmarks while aligning with client values on return, risk, and tax efficiency. Launched on June 1, 2009, the fund operates within the large blend category, targeting institutional investors, financial advisors, health and welfare funds, public sector retirement plans, religious communities, and private wealth clients seeking competitive performance over market cycles. Great Lakes Advisors, LLC, the fund's investment adviser, was founded in 1981 and is headquartered in Chicago, Illinois, with additional offices in Tampa, Florida, and Stamford, Connecticut; as a wholly-owned subsidiary of Wintrust Financial Corp., it manages approximately $12 billion in assets across equity, fixed income, and multi-asset strategies for U.S.-based clients. The firm provides sub-advisory services and customized portfolios, incorporating environmental, social, and governance (ESG) factors where relevant, with geographic focus on domestic U.S. markets but capabilities for broader equity exposure. In recent years, Great Lakes Advisors integrated subsidiary Advanced Investment Partners, LLC (AIP) as a fully-owned entity and completed the full ownership and integration of Rothschild & Co Asset Management US Inc. and Rothschild & Co Risk Based Investments LLC on April 3, 2023, enhancing its equity and risk-based investment capabilities. These strategic consolidations, part of ongoing expansions under Wintrust, bolster the Disciplined Equity team's resources for managing composites like the LargeCap Total strategy benchmarked to the S&P 500 Index, with no reported major funding rounds, new product launches, or reorganizations specific to GLDNX in 2024-2025. The fund continues to emphasize conservative, value-aligned active management amid stable operations.