The fund is managed by three experienced Managing Directors at TCW Investment Management Company LLC with combined industry experience exceeding 80 years. Brandon D. Bond, CFA brings 23 years of experience but is retiring as Co-Portfolio Manager effective December 31, 2026. Bo Fifer, CFA contributes 31 years of experience as Managing Director, Equities, providing continuity and deep institutional knowledge within TCW's equity division. Brian M. McNamara adds 29 years of experience as Managing Director and Portfolio Manager, complementing the team's collective expertise. The management team operates within TCW Group's broader institutional infrastructure, which manages over $195 billion in assets and employs 650 staff across 11 global offices, providing substantial resources and investment support.

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The TCW Concentrated Large Cap Growth Fund employs a highly focused investment approach that seeks to achieve strong long-term returns over a full market cycle by investing in companies with enduring business models and inherent competitive advantages. The strategy is characterized by consistency of investment process, unique portfolio construction, low turnover, and the tenure of the experienced investment team. The fund utilizes proprietary fundamental research focused on identifying companies with strong, sustainable business models operating in large, growing end markets. Portfolio managers integrate environmental sustainability, social responsibilities, and governance considerations into their security selection process. The concentrated approach maintains 29-31 holdings with significant position sizing reflecting management conviction, while the low portfolio turnover rate of 12-17% annually demonstrates a long-term investment horizon and commitment to high-conviction positions.

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