GW CAPITAL INC

GW Capital Inc. is an investment management firm based out of Bellevue, Washington. The company was originally established in 1990 by Guy Norman Watanabe, who is still with the company today acting as a principal and its President, CEO, and Chairman of the Investment Committee. GW Capital conducts its research internally and externally and utilizes a fundamental and quantitative methodology to make its investment decisions. The company invests with a bottom up and top down investment approach, allocating its assets in the public equity and fixed income markets within the United States with a focus on the value stocks of small to midcap companies. GW Capital invests most heavily in the industrials sector, which alone makes up over a fifth of the firm’s total asset allocations, and also invests in the materials, finance, consumer staples, consumer discretionary, information technology, health care, and real estate sectors, among other sectors to a lesser degree, in order of decreasing allocation. The company holds its allocations for 11.6 quarters on average and holds its top 10 allocations for just 5.8 quarters on average. In the most recent quarter GW Capital had a turnover rate of approximately 11.8%. GW Capital manages over $2.1 billion in total assets under management spread across 927 accounts, all of which are discretionary accounts. Both of the firm’s total number of accounts and total assets under management have been increasing in recent years with its total number of accounts growing from 86 back in 2010 to its current amount and its total managed assets increasing significantly from just under $1 billion back in 2010 to twice that amount today. GW Capital mainly caters to high net worth individuals, which alone makes up over three quarters of the firm’s client base. The firm currently offers its Small Cap Equity, Small Mid Cap Equity, Mid Cap Equity, and Medium Grade Bond Solutions. GW Capital has announced that it will be closing down this year.