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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 CIO and a portfolio manage...

    8 Years on fund
    43 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...

    8 Years on fund
    23 Years of experience

    Risk disclosures