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New Opportunities Fund 


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Managed by
GW&K Investment Management

Boutique manager using both fundamental research and quantitative screening to identify high-quality small companies with sustainable, above-average earnings growth in niche markets


Daniel L. Miller, CFA
Daniel L. Miller, CFA

Dan is director of equities at GW&K, responsible for overseeing all aspects of portfolio management, research, and trading. Before joining the firm in 2008, he was chief investment officer a...

6 Years on fund
41 Years of experience
Joseph C. Craigen, CFA
Joseph C. Craigen, CFA

Joe is a portfolio manager and research analyst on GW&K Investment Management’s equity team, focused on small- and smid-cap core strategies. Before joining GW&K in 2008, he held research...

6 Years on fund
21 Years of experience

Risk disclosures