Great Lakes Advisors LLC

Featuring five experienced investment teams that offer client solutions across multiple asset classes and investment disciplines. Those include fundamental equity, disciplined equity, fixed income, multi-asset strategy, and smart beta. As of March 31, 2023, Great Lakes' AUM totaled nearly $10 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

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.

During periods of market disruption (e.g. COVID-19), which may trigger trading halts, the fund's exposure to the risks described in the prospectus will likely increase. As a result, the value and liquidity of the fund's investments may be negatively affected. 

Transamerica Funds are advised by Transamerica Asset Management, Inc. (TAM) and distributed by Transamerica Capital, Inc. (TCI) 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.