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Amg Gw&k Small Cap Value Fund Ii - Class I (ACRTX)

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AMG Managers Silvercrest Small Cap I historical data, for real-time data please try another search

14.04 +0.10 +0.72%

06/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 53.82M

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ACRTX Overview

On this page you'll find an in-depth profile of Amg Gw&k Small Cap Value Fund Ii - Class I. Learn about the key management, total assets, investment strategy and contact information of ACRTX among other information.

Contact Information

Address One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Stamford,CT 06901
United States

Phone 800.835.3879

Web www.amgfunds.com

Top Executives

Name	Title	Since	Until
Daniel L. Miller	Partner	2021	2021
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.
Jeffrey O. Whitney	Partner	2021	2021
Biography	Jeff is a Portfolio Manager for the GW&K Small Cap Value Strategy and is a member of the firm’s Investment Committee. Jeff also provides research support for our other equity strategies. As a seasoned analyst with extensive experience covering the Financial Services sector he identifies investment opportunities and analyzes companies within this sector, with a greater focus on the small and mid cap market segments. Jeff also serves as the lead analyst on our Equity Dividend Plus Strategy given its typically large weighting in Financial stocks. Prior to joining the firm he was an Assistant Portfolio Manager at ING Investment Management and a Vice President and Equity Analyst at J.P. Morgan Fleming Asset Management. He started his investment career in 1992 working for Dean Witter Intercapital as an Investment Management Associate. Jeff earned a BS in Finance from Central Connecticut State University and an MBA from Vanderbilt University. He also earned the CFA designation and is a member of the CFA Institute.
Roger W. Vogel	Managing Director	2011	2021
Biography	Roger W. Vogel, CFA, joined Silvercrest Asset Management as a Managing Director and lead portfolio manager of the firm’s domestic equity capabilities. Prior to Silvercrest, Mr. Vogel was Managing Director at Credit Suisse Asset Management co-managing both small cap and large cap portfolios. He arrived at Credit Suisse as a result of the DLJ merger where he worked since 1993 in a similar capacity. Previously, Mr. Vogel was a portfolio manager at Chemical Bank and Manufacturers Hanover Trust. He attended New York University. Joined Silvercrest a its founding in 2002.

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