AMG GW&K Global Allocation Fund
MBESX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 680 Washington Boulevard, Suite 500 Stamford CT United States of America 6901
- IPO Date
- Nov 30, 2012
- CIK
- 0000879947
- Similar Companies
- Business
- AMG GW&K Global Allocation Fund (MBESX) is a mutual fund that seeks long-term capital appreciation with moderate current income by allocating 55-70% of its net assets to a diversified global portfolio of equity securities, including common and preferred stocks, convertible securities, exchange-traded funds, American Depositary Receipts, Global Depositary Receipts, and other depositary receipts of non-U.S. listed companies; the remainder is invested in fixed income securities, cash, and cash equivalents. The fund, subadvised by GW&K Investment Management, an independent boutique investment firm founded in 1974 and headquartered at 222 Berkeley Street, 15th Floor, Boston, Massachusetts, operates within the world allocation category and targets institutional and individual investors seeking balanced global exposure. GW&K, an affiliate of Affiliated Managers Group, Inc. (AMG) since 2008, manages the fund as part of its broader offerings in domestic equity, global equity, taxable bond, and municipal bond strategies across separate accounts, U.S. mutual funds, UCITS, and private funds. In recent years, GW&K has continued to evolve its product suite, with affiliated AMG GW&K funds undergoing strategic updates including name changes, principal investment strategy revisions, and risk profile adjustments effective December 8, 2025, for select small cap growth strategies, alongside portfolio manager continuity for GW&K-managed funds as noted in 2025 SEC filings. The firm maintains its focus on rigorous fundamental research and quality-driven investments without reported major acquisitions, funding rounds, or reorganizations specific to this fund in the last 1-2 years.