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CLAIM SALE
8.82
0.01
0%
24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 111.77M
AMG GW&K Core Bond I
8.82
0.01
0%
- Overview
- Profile
- Historical Data
- Holdings
Amg Gw&k Core Bond Esg Fund - Class I Overview
On this page you'll find an in-depth profile of Amg Gw&k Core Bond Esg Fund - Class I. Learn about the key management, total assets, investment strategy and contact information of MBDFX among other information.
Investment Strategy
The investment seeks to generate income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds. The fund normally invests in bonds that are rated “investment grade” by a nationally recognized statistical rating organization (“NRSRO”), such as Moody’s Investors Service,Inc.(“Moody’s”) or S&P Global Ratings (“S&P”), at the time of purchase.
Contact Information
Address
One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Stamford,CT 06901
United States
Stamford,CT 06901
United States
Phone
800.835.3879
Web
www.amgfunds.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Mary F. Kane | Managing Director, Portfolio Manager | 2015 | Now |
| Biography | Mary is a partner of the firm and responsible for the implementation and execution of all GW&K taxable fixed income portfolios. She has a long-tenured and successful career in building taxable fixed income portfolios and mutual funds that serve a wide range of clients. Mary is a proven leader and manages all aspects of GW&K’s taxable bond portfolio management, research, and trading. She is a member of the firm's Investment, ESG, and Global Allocation Committees. Prior to joining GW&K, Mary was a managing director and portfolio manager with Fortis Investments where she was responsible for all of the firm's US dollar-denominated taxable bond mutual funds. Previously she was a vice president at Invesco, where she served as a senior high-yield credit analyst and managed various institutional fixed-income mandates. She began her investment career as a fixed income trader and credit analyst at Gardner and Preston Moss. Mary graduated cum laude from Wheaton College where she earned an AB in Economics and received her MBA from Boston University's Questrom School of Business. She is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston. | ||
| Stephen J. Repoff | High Yield Research Analyst | 2020 | 2024 |
| Biography | Stephen is a portfolio manager across all of GW&K’s Taxable Fixed Income Strategies and is a member of the firm’s Investment Committee. He also provides research coverage for credits in the Energy, Autos, and Home Building sectors. Prior to joining GW&K in 2013, Stephen worked at Fidelity Investments as a High Yield Research Analyst. Stephen graduated Magna Cum Laude from Boston University where he received a BA in Philosophy and a BS in English Education. He received his MSF from Boston College and is a CFA charterholder. Stephen is a member of the CFA Institute and the CFA Society Boston. | ||
| Mihir P. Worah | Deputy CIO | 2014 | 2015 |
| Biography | Mr. Worah is CIO Asset Allocation and Real Return and a managing director in the Newport Beach office. He is a member of the Investment Committee and the Executive Committee, and oversees portfolio management for the U.S. He is a generalist portfolio manager who manages a variety of fixed income, commodity and multi-asset portfolios. | ||
| Mark R. Kiesel | CIO (Chief Investment Officer) | 2014 | 2015 |
| Biography | Mark R. Kiesel is CIO Global Credit at Pacific Investment Management Company LLC (“PIMCO”) and a managing director in the Newport Beach office. He is a member of the Investment Committee, a generalist portfolio manager and the global head of corporate bond portfolio management. He joined PIMCO in 1996 and previously served as PIMCO’s global head of investment grade corporate bonds and as a senior credit analyst. He holds an MBA from the University of Chicago’s Graduate School of Business. He received his undergraduate degree from the University of Michigan. | ||
| Scott A. Mather | Portfolio Manager | 2014 | 2015 |
| Biography | Mr. Mather is CIO U.S. Core Strategies and a managing director in the Newport Beach office. He is a member of the Investment Committee and a generalist portfolio manager. Mr. Mather also oversees ESG portfolio integration in the U.S. Previously he was head of global portfolio management. Before that, he led portfolio management in Europe, managed euro and pan-European portfolios and worked closely with many Allianz-related companies. He also served as a managing director of Allianz Global Investors KAG. Prior to these roles, Mr. Mather co-headed PIMCO's mortgage- and asset-backed securities. | ||
| William H. Gross | Portfolio Manager | 1994 | 2014 |
| Biography | Mr. Gross left PIMCO and joined Janus Capital Group in September 2014. Prior to joining Janus Capital, Mr. Gross was founder, managing director and co-CIO of PIMCO based in Newport Beach, CA. Mr. Gross founded PIMCO in 1971 and oversaw the management of more than $1.8 trillion in asstes. He is the author of numerous articles on the bond market, as well as the book, "Everything You’ve Heard About Investing is Wrong," published in 1997. Morningstar named Mr. Gross and his investment team Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000, and 2007 (the first three-time recipient). He received the Bond Market Association’s Distinguished Service Award in 2000 and became the first portfolio manager inducted into the Fixed Income Analysts Society's hall of fame in 1996. Mr. Gross is a seven-time Barron's Roundtable panelist (2005-2011), appearing in the annual issue featuring the industry's top investment experts, and he received the Money Management Lifetime Achievement Award from Institutional Investor magazine in 2011. In a survey conducted by Pensions and Investments magazine in 1993, he was recognized by his peers as the most influential authority on the bond market in the U.S. He has 43 years of investment experience and holds an MBA from the Anderson School of Management at the University of California, Los Angeles. Mr. Gross received his undergraduate degree from Duke University. | ||
| Alexandra W. Kirchen | - | 1993 | 1994 |
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