Investment Approach

GW Capital takes a focused approach toward constructing client portfolios in all three products (for example 30 - 35 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, SMID 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