AMG GW&K Small Cap Core Fund Class I
GWEIX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 680 Washington Boulevard, Suite 500 Stamford CT United States of America 06901
- IPO Date
- Jul 27, 2009
- CIK
- 0001089951
- Website
- wealth.amg.com
- Similar Companies
- Business
- AMG GW&K Small Cap Core Fund Class I (GWEIX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in common stocks and preferred stocks of U.S. small-capitalization companies, pursuing an unrestricted opportunity set that emphasizes quality companies with growth- or value-oriented characteristics across sectors such as technology, industrials, healthcare, and financial services; at least 80% of net assets plus any borrowings for investment purposes are committed to these small-cap equities, with top holdings including MACOM Technology Solutions Holdings Inc., SPX Technologies Inc., and Sterling Infrastructure Inc. The fund, subadvised by GW&K Investment Management LLC, an Affiliated Managers Group, Inc. (AMG) affiliate since 2008, offers institutional-class shares with a focus on research-intensive, active management for a diverse client base including financial advisors, institutional investors, endowments, and financial institutions. Headquartered in Boston, Massachusetts, GW&K was founded in 1974 and, as of December 31, 2024, managed $52.9 billion in assets across domestic equity, global equity, taxable bond, and municipal bond strategies delivered via separate accounts, U.S. mutual funds, UCITS, and private funds. In March 2025, GW&K appointed Leigh Williamson, a client portfolio manager for domestic equity strategies and Investment Committee member, and Gayle Hodus, director of human resources and co-chair of the Diversity, Equity & Inclusion Committee, as new partners to bolster leadership and support strategic growth. The fund continues to operate within AMG's platform, which has pursued affiliate expansions including partnerships with firms like Brown Brothers Harriman in October 2025 to enhance distribution of alternative strategies in the U.S. wealth market, alongside minority investments in private markets managers such as Suma Capital, Ara Partners, and Forbion Group Holding B.V. These developments align with GW&K's ongoing emphasis on talent retention and active equity solutions amid a portfolio turnover of approximately 22% as of October 31, 2025. The Class I shares were inaugurated on July 27, 2009, complementing GW&K's broader mutual fund offerings distributed by AMG Distributors, Inc.