Great Lakes Advisors LLC (Great Lakes)
Great Lakes Advisors LLC
Featuring four experienced investment teams that offer client solutions across multiple asset classes and investment disciplines. Those include fundamental equity, disciplined equity, fixed income, and multi-asset strategy. As of September 30, 2024, Great Lakes' AUM totaled $18.4 billion.
Investment process and philosophy
Great Lakes invests in attractively-valued companies that can generate cash flow and earnings power beyond the market’s expectations and should deliver positive relative, long-term, risk-adjusted returns. Its investment process is centered on seeking to maximize stock selection and manage risk. The process includes idea generation, fundamental analysis, and portfolio construction.
Transamerica fund offered
Transamerica Large Cap Value
Seeks long-term capital appreciation.
Important information
Mutual funds are subject to market risk, including the loss of principal. Past performance is not indicative of future results.
Mutual funds are sold by prospectus. Before investing, consider the funds' investment objectives, risks, charges, and expenses. This and other important information is contained in the prospectus. Please click here, or contact your financial professional to obtain a prospectus or, if available, a summary prospectus containing this information. Please read it carefully before investing.
Transamerica Funds are advised by Transamerica Asset Management, Inc. (TAM) and distributed by Transamerica Capital, LLC. member of FINRA.
Effective April 3, 2023, Great Lakes Advisors LLC (“Great Lakes”) acquired Rothschild & Co Asset Management US Inc. (Rothschild”).
Transamerica companies and Great Lakes Advisors are not affiliated companies.
1801 California St. Suite 5200, Denver, CO 80202.