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Amg Gw&k Global Allocation Fund Class N (MBEAX)
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09/02 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 18.12M
AMG Chicago Equity Partners Balanced N
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- Overview
- Profile
- Historical Data
- Holdings
MBEAX Overview
On this page you'll find an in-depth profile of Amg Gw&k Global Allocation Fund Class N. Learn about the key management, total assets, investment strategy and contact information of MBEAX among other information.
Investment Strategy
The investment seeks to achieve long-term capital appreciation with moderate current income. The fund will invest 55-70% of its net assets in equity securities and invest the remainder of its assets in fixed income securities, cash and cash equivalents. The equity portion of the fund is invested primarily in a diversified global portfolio of equity securities, including common and preferred stocks, convertible securities, ETFs, ADRs, GDRs and other depositary receipts of non- U.S. listed companies. It will invest 30-45% of its net assets in fixed income securities (including cash and cash equivalents).
Contact Information
Address
One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Stamford,CT 06901
United States
Stamford,CT 06901
United States
Phone
800.835.3879
Web
www.amgfunds.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mary F. Kane | Managing Director, Portfolio Manager | 2020 | 2024 |
| Biography | Mary is responsible for overseeing all aspects of our taxable fixed income team, including portfolio management, research and trading. She is also a member of the firm’s Investment and ESG Committees. Before joining GW&K in 2005, she was a Managing Director and Portfolio Manager with Fortis Investments where she was responsible for all of the firm’s U.S. dollar-denominated taxable bond mutual funds. Prior to that, Mary was a Vice President at Invesco, where she managed various institutional mandates, including several large pensions, endowments and foundations. In this capacity, she also served as a senior high yield credit analyst. She started her investment career as a Fixed Income Trader and Credit Analyst at Gardner and Preston Moss. Mary graduated cum laude from Wheaton College where she earned an AB in Economics and she received her MBA from Boston University’s Questrom School of Business. She is a CFA charterholder and a member of the CFA Institute and the CFA Society Boston. | ||
| Daniel L. Miller | Partner | 2020 | 2024 |
| Biography | Dan is responsible for overseeing all aspects of our Equity teams, including portfolio management, research, and trading. He also is a member of the firm’s Management, Investment and ESG Committees. Dan brings more than three decades of industry experience to GW&K. Prior to joining the firm, Dan worked with various companies in the Boston area as an Investment and Financial Consultant. Previously he spent 21 years at Putnam Investments in Boston, where he was Chief Investment Officer for the Specialty Growth Group overseeing a team of twenty and up to $100 billion in assets under management. He was a portfolio management team member of several small and mid cap growth funds, and the lead manager for the Putnam New Opportunities Fund since its inception in 1990. Dan was also 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 and received his MBA from Stanford University Graduate School of Business. He earned the CFA designation and is a member of the CFA Institute and the CFA Society Boston. | ||
| Aaron C. Clark | - | 2020 | 2024 |
| Biography | Mr. Clark serves as Principal and Portfolio Manager of GW&K, positions he has held since 2015. Mr. Clark began his investment career in 1992. Prior to joining GW&K in 2015, he was a Principal and Portfolio Manager at Tetrem Capital Management with responsibility for U.S. Value and U.S. Dividend mandates as well as a Canadian Dividend Fund. Prior to that, he served as a portfolio manager at Pioneer Investments as part of their value equities team, and at Morgan Stanley Investment Company, where he co-managed a Dividend Growth Fund. Before becoming a portfolio manager, Mr. Clark was an equity analyst at Prudential Securities and Gerard Klauer Mattison with a primary focus on companies in the financial services sector. | ||
| Thomas A. Masi | Vice President | 2020 | 2024 |
| Biography | Tom is responsible for the management of GW&K’s Emerging Wealth Equity Strategy and he contributes to the overall research effort for all of our emerging markets equity strategies. He is also a member of the firm's Investment Committee. Tom joined GW&K Investment Management from Trilogy Global Advisors, where he launched the Emerging Wealth Equity Strategy and served as co-portfolio manager since its inception. Previously, Tom was with Dominick and Dominick Advisors, a privately held investment management firm, where he was a partner and President of Asset Management. He also served as Managing Director, Senior Portfolio Manager, and senior member of the Asset Management's Investment Strategy Committee at SG Cowen Asset Management and led a group that managed $1.5 billion in client assets. Tom also worked at Kidder Peabody Asset Management as a Senior Vice President and Senior Portfolio Manager, where his team managed over $500 million in equity, fixed income and balanced separate accounts, in addition to the Kidder, Peabody Equity Income Fund and the firm's 401k and pension plans. He has a BA in economics from Rutgers University and an MBA in finance from the Rutgers Graduate School of Management. Tom is a member of the CFA Institute and the CFA Society of New York. | ||
| William Sterling | CIO (Chief Investment Officer) | 2020 | 2024 |
| Biography | Mr. Sterling serves as Global Strategist at GW&K, a position he has held since 2019. Previously, Mr. Sterling served as Chief Investment Officer and Chief Executive Officer at Trilogy. He has worked on the staff of General Motors as Senior Economist with the Competitive Analysis Group, and at Merrill Lynch as Chief Strategist. He was Global Strategist and Portfolio Manager for BEA/Credit Suisse Asset Management before founding Trilogy Advisors. Mr. Sterling has earned an MA and PhD in economics from Harvard University and studied at the University of Tokyo as a Fulbright Scholar. | ||
| Keith E. Gustafson | Partner | 2019 | 2020 |
| Biography | Mr. Gustafson oversees all of Chicago Equity Partners’ equity products as well as the equity portfolio management and research teams. He is responsible for the firm’s proprietary quantitative model and its ongoing developmental efforts. Prior to joining our firm, he held positions at Ibbotson Associates and SEI Corporation. Mr. Gustafson earned bachelor’s degrees in history and economics from University of Pennsylvania, an MBA from Loyola University Chicago, and a master’s degree in financial economics from the University of London. He holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute, the CFA Society of Chicago, the Chicago Quantitative Alliance, the American Finance Association, and the American Economics Association. | ||
| Michael J. Lawrence | Director | 2018 | 2020 |
| Biography | Mr. Lawrence, a member of Chicago Equity Partners’ portfolio management team, is responsible for the consumer staples, energy, industrials, materials, and utilities sectors. Previously, he was a member of the quantitative research team. Prior to joining Chicago Equity Partners, Mr. Lawrence worked in the consulting group of SEI Corporation. He earned a bachelor’s degree and an MBA from DePaul University. He holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute and the CFA Society of Chicago. | ||
| Michael J. Budd | Portfolio Manager | 2006 | 2020 |
| Biography | Michael Budd, FSA Credential Holder Managing Director P:312-595-8654 E: mjbudd@mesirowfinancial.com Mike Budd is a managing director and portfolio manager for the Analytic Fixed Income Team at Mesirow. Mike has 40 years of industry experience and has been with Mesirow since 2020, when the fixed income team from Chicago Equity Partners (CEP) joined the firm. At CEP, Mike was a senior fixed income portfolio manager focusing on mortgage, asset back and agency sectors and was also head of the Environmental, Social and Governance (ESG) Leadership Council, responsible for the firm’s commitment to sustainable investing. Prior to joining CEP in 1989, he held positions at Bear Stearns and Company and at St. Paul Federal Bank. Mike earned a bachelor’s degree from the University of Notre Dame and an MBA from Loyola University. He is a trustee on the investment board of Benedictine Sisters of the Sacred Heart. Mike is a member of Mesirow’s Sustainability Council and earned the FSA Credential from the Sustainability Accounting Standards Board. | ||
| Curt A. Mitchell | Portfolio Manager | 2006 | 2020 |
| Biography | Curt Mitchell, CFA Chief Investment Officer P: 312-595-8661 E: cmitchell@mesirowfinancial.com Curt Mitchell is the chief investment officer and oversees all aspects of the investment process for the Analytic Fixed Income Team at Mesirow. Curt has more than 35 years of industry experience. He has been with Mesirow since 2020, when the fixed income team from Chicago Equity Partners (CEP) joined the firm. At CEP, Curt was Chief Investment Officer and oversaw the fixed income portfolio and team. Prior to joining CEP in 2003, he also held positions at Loomis Sayles & Company. Curt holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago. Curt earned a BS in Accounting from Illinois Wesleyan University and an MBA from the University of Illinois. | ||
| Patricia A. Halper | Analyst | 2016 | 2019 |
| Biography | Ms. Halper oversees all of Chicago Equity Partners’ equity products as well as the equity portfolio management and quantitative research groups. Previously, she was a member of the quantitative research team. Prior to joining our firm, she worked at the institutional futures sales desk at Paine Webber. Ms. Halper holds a bachelor’s degree in mathematics from Loyola University Chicago and a master’s degree in financial mathematics from the University of Chicago. She holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute, the CFA Society of Chicago, the Chicago Quantitative Alliance, the Economic Club of Chicago and The Chicago Network. Additionally, she is on the Board of Trustees for La Rabida Children’s Hospital. | ||
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