Investment Approach

GW Capital takes a focused approach toward constructing client portfolios in all four products (for example 30 - 40 names for equity accounts and 50 - 75 names for bond accounts). We focus on identifying under-followed, under-owned and undervalued securities, seeking opportunities created by market inefficiencies. Also, GW Capital realizes great synergies in having the same investment team manage Small Cap, Small Mid Cap, Mid Cap and Medium-grade bond portfolios utilizing research and market knowledge from both the equity and corporate bond market to add value for clients.

GW Capital products:

• Team managed
• Best ideas
• Combined Top-Down and Bottom-Up
• Synergies of small/mid-cap equity and medium-grade bond research