Investor Summary

The fund is managed by Daniel L. Miller, CFA and Jeffrey W. Thibault, CFA, both serving as Portfolio Managers since July 27, 2009. Miller brings over three decades of experience including leadership roles at Putnam Investments. Thibault manages the Small Cap Core and Small/Mid Cap Core Strategies and holds both CFA designation and an MBA from the University of North Carolina. The management team maintains an average tenure of 16.4 years.

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Fund Strategy

GW&K's founding principles of applying rigorous fundamental research, focusing on quality, and maintaining a long-term view guide the investment process. The fund seeks to provide long-term capital appreciation by primarily investing in US small cap stocks with sustainable earnings growth in niche markets with lasting growth potential. The core approach allows for pursuit of quality companies with either growth- or value-oriented characteristics. An investment discipline isn't a straitjacket, it's a compass, as the firm describes its flexible but disciplined approach.

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FUND PERFORMANCE AS OF

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
8.2% 3.5% 7.2%