Tcw concentrated core. Form D Filings Location Los Angeles, CA Investment Fund Type Other Investment Fund Industry Group Pooled Investment Fund Related People TCW Asset Management Company, Michael E. DeVito, Craig C. Equity Account (Gross): TCW’s gross results do not reflect a deduction ofthe investment advisory fees charged by TCW, or program fees, if any, but are net of commissions charged on securities TCW Concentrated Core MANAGED ACCOUNTS DIVISION | QUARTERLY COMMENTARY AS OF SEPTEMBER 30, 2024 Our weakest relative performance during the period came from the information technology and healthcare sectors. Mar 31, 2025 · The TCW Concentrated Large Cap Growth composite, created on 10/1/87, is comprised of accounts whose objective is to outperform the benchmark over the long term by investing in a concentrated portfolio of large capitalization companies with strong and enduring business models and unique business franchise characteristics. It is one of the corporates which submits one or more filings like 10-K, 10-Q, 8-K etc with the SEC. The price of crude oil dropped 12. In depth view into TCW Concentrated Large Cap Growth) including performance, holdings and portfolio stats. Please read it carefully. LLC with market value USD 116. TCW Concentrated Core (Large Cap Growth) FOURTH QUARTER 2023 | INFOFLASH Philosophy: A highly-focused approach primarily targeting top mid- to large-cap companies with strong and enduring business models. retirement market through strategic partnerships with leading money managers. and its subsidiaries, including TCW Investment Management Company LLC, TCW Asset Management Company LLC, and Metropolitan West Asset Management, LLC. V. Stern, David S. The automatic rebalancing, wash sale loss and tax-harvesting features of the Select UMA program, which are not available in Fiduciary Services, also could cause differences in performance. 6 days ago · TCW CONCENTRATED LARGE CAP GROWTH FUND - I CLASS- Performance charts including intraday, historical charts and prices and keydata. The employer identification number (EIN) for Tcw Concentrated Core Equities Lp is 954768299. The address is C/O SEI Trust Company, 1 Freedom Valley Drive, Upper Providence Township, US-PA, 19456, US. Street TCW Asset Street Address 1 Street Address 2 865 South Figueroa Street Suite 1800 City State/Province/Country ZIP/Postal Code Los Angeles CALIFORNIA 90017 Relationship: ☐ Executive Officer ☒ Director ☐ Promoter Clarification of Response (if Necessary) NOT A DIRECTOR, GENERAL PARTNER OF ISSUER Last Name First Name Middle Name Cahill Michael TCW Concentrated Core (Large Cap Growth) THIRD QUARTER 2024 | INFOFLASH Philosophy: A highly-focused approach primarily targeting top mid- to large-cap companies with strong and enduring business models. Sep 6, 2024 · • A concentrated portfolio of approximately 25 to 35 stocks seeking the highest quality growth opportunities • Strict focus on companies with large end-market opportunities and clear product and/or cost advantages • Emphasis on attractive, yet undervalued, prospects for expanding market share, widening profit margins and accelerating earnings growth • Long-term/Low turn-over TCW Concentrated Core (Large Cap Growth) FIRST QUARTER 2024 | INFOFLASH Philosophy: A highly-focused approach primarily targeting top mid- to large-cap companies with strong and enduring business models. Shares of CrowdStrike Holdings, Inc. TCW Group's (TCW) large cap growth strategy is a highly-focused approach generally investing in what they believe are top mid- to large-cap companies with strong and enduring business models. TCW Concentrated Core (Large Cap Growth) FIRST QUARTER 2024 | INFOFLASH Philosophy: A highly-focused approach primarily targeting top mid- to large-cap companies with strong and enduring business models. The price of crude oil was relatively flat during the quarter (-0. 1% in the quarter and is up a modest 3. 0% YTD. Bond, CFA Print Email Performance is calculated on a total return basis and by asset weighting the individual portfolio returns using the beginning of period values. 7%. TCW Asset Street Address 1 Street Address 2 865 South Figueroa Street Suite 1800 City State/Province/Country ZIP/Postal Code Los Angeles CA 90017 Relationship: ☐ Executive Officer ☒ Director ☐ Promoter Clarification of Response (if Necessary) NOT A DIRECTOR, GENERAL PARTNER OF ISSUER Last Name First Name Middle Name Cahill Michael E Dec 31, 2021 · Discover the top-performing commingled account managers for the fourth quarter of 2021, highlighting their strategies and performance metrics. The TCW MetWest Funds are advised by Metropolitan West Asset Management, LLC, which is a wholly-owned subsidiary of The TCW Group, Inc. 2% YTD. Feb 9, 2025 · In depth view into TCW Concentrated Core Equities) including performance, holdings and portfolio stats. 3%, while the DJIA declined 1. Tcw Concentrated Core Equities Lp is a corporation in Los Angeles, California. Tcw Mr. Equity Research group covering data networking, communications equipment, and enterprise technology companies. All references in the Prospectus, Summary Prospectus and Statement of Additional Information to TCW Select Equities Fund will be changed to TCW Concentrated Large Cap Growth Fund. 2%) but has increased 17. In depth view into TCW Concentrated Core Equities) including performance, holdings and portfolio stats. 9% CPI (Consumer Price Index) increase marked the smallest 12-month increase since March 2021, with CPI down meaningfully from the 9. These transformations, like those in energy, supply chains and artificial intelligence, are developing rapidly Review our list of all TCW Funds that are available to invest in. For the period from November 1998 to December 31, 2004, a team of portfolio managers under the guidance and oversight of Glen Bickerstaff, who retained final authority for all buy and sell decisions, were responsible for the Concentrated Core strategy. 2%, the S&P 500 +5. 7125% quarterly. La stratégie se caractérise principalement par la constance de notre processus d TCW Concentrated Core (Large Cap Growth) FOURTH QUARTER 2022 | INFOFLASH Philosophy: A highly-focused approach primarily targeting top mid- to large-cap companies with strong and enduring business models. For the quarter, gold was up 11. EIN for organizations is sometimes also referred to as taxpayer identification number or TIN or simply IRS Number. Blum became a member of the Concentrated Core/ Select Equities group and was subsequently named Portfolio Manager TCW Concentrated Core Fund is fund managed by TCW Asset Management Co. The portfolio manager uses a highly focused approach, which seeks to achieve strong long-term returns over a full market cycle by owning shares of companies that the portfolio manager believes to have enduring business models and inherent advantages over their competitors. Sep 30, 2025 · TGCNX - TCW Concentrated Large Cap Growth N Cl - Review the TGCNX stock price, growth, performance, sustainability and more to help you make the best investments. Cahill, Marc I. 0m TCW Asset Street Address 1 Street Address 2 865 South Figueroa Street Suite 1800 City State/Province/Country ZIP/Postal Code Los Angeles CA 90017 Relationship: ☐ Executive Officer ☒ Director ☐ Promoter Clarification of Response (if Necessary) NOT A DIRECTOR, GENERAL PARTNER OF ISSUER Last Name First Name Middle Name Blum Craig C. The U. 3% on a total return basis and continues to ratchet higher in the face of slowing economic growth. (CRWD) dropped after a defective Falcon content update for some Microsoft Windows Effective on or about February 28, 2025, the name of TCW Select Equities Fund will be changed to TCW Concentrated Large Cap Growth Fund. A concentrated and highly-focused equity strategy that utilizes proprietary fundamental research focused on identifying companies with strong, sustainable business models and large, growing end markets. Blum is the Portfolio Manager of the TCW Concentrated Core strategy and the TCW Select Equities Fund. TCW Multiple Investment Trust - TCW Concentrated Core Fund (LEI# 549300ZN1F8OHEMUXY23) is a legal entity registered with BUSINESS ENTITY DATA B. Find the latest TCW Concentrated Large Cap Growth N Cl (TGCNX) stock quote, history, news and other vital information to help you with your stock trading and investing. TCW Equity ETFs Our concentrated active strategies aim to drive value for investors by identifying the firms most likely to win these epic, cross-sector, long-term transformations. See the company profile for TCW Concentrated Large Cap Growth I Cl (TGCEX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key May 1, 2024 · TCW in 20 Much More than the Magnificent 7 The TCW Large Cap Concentrated Core Aproach Speakers: Brandon D. We would like to show you a description here but the site won’t allow us. (TCW). For example, the individual investment disciplines in the Select UMA accounts may contain fewer securities, which would lead to a more concentrated portfolio. TCW Concentrated Core (Large Cap Growth) SECOND QUARTER 2024 | INFOFLASH Philosophy: A highly-focused approach primarily targeting top mid- to large-cap companies with strong and enduring business models. Blum, Robert D. He joined TCW in 1999 as a Research Analyst in the Equity Research group covering data networking, communications equipment, and enterprise technology companies. 9%, and the technology-laden NASDAQ +2. TCW CONCENTRATED CORE EQUITIES LP - Most recent fund raising on April 25, 2012 raised $7,862,058 in Other He joined TCW in 1999 as a research analyst in the U. 2. The original TCW Concentrated Core performance is available upon request. Sort by star rating, minimum initial investment, share class, and more. No doubt the economy has been Présentation générale Une stratégie d’investissement sur les actions concentrée et très ciblée qui s’appuie sur la recherche fondamentale interne visant à identifier les entreprises disposant de business models solides et pérennes et de marchés finaux importants et en pleine croissance. In 2002, Mr. The TCW Funds are advised by TCW Investment Management Company LLC. Jul 31, 2025 · In depth view into TCW Concentrated Large Cap Growth) including performance, holdings and portfolio stats. Investment Environment Equity markets moved higher in the third quarter. TCW Concentrated Core (Large Cap Growth) THIRD QUARTER 2024 | INFOFLASH Philosophy: A highly-focused approach primarily targeting top mid- to large-cap companies with strong and enduring business models. 4% and 22. gov. Blum became a member of the Concentrated Core/Select Equities group and was subsequently named portfolio manager in 2004. In our view, the right way to invest in the transformations is through concentrated, active portfolios. 3%, the S&P 500 +4. This marked the second longest “pause” on record (and the greatest gain in S&P 500 in between Fed moves). S This material comprises the assets under management of The TCW Group, Inc. TCW and TCW MetWest Funds are distributed by TCW Funds Distributors LLC, a subsidiary of The TCW Group, Inc. Net Performance for all Periods: Net performance results reflect a deduction of 0. SEI Trust Company offers a diverse array of collective investment trusts to the U. Beyer Entity Type Limited Partnership CIK 0001101504 All SEC Filings View on sec. 8%. Economic growth remains resilient, though several cracks have emerged over the past several months. See the full list! Gross Performance: TCW’s gross results do not reflect a deduction ofany investment advisory fees or program fees, charged by TCW or Morgan Stanley, but are net of commissions charged on securities transactions. In September, the Fed delivered a 50bps cut (first cut since 2020), and equity markets rallied. Portfolio characteristics and securities are subject to change at any time. Reflects up to the three largest buys (new buys) and up to the three largest sells (complete sells) for the quarter. Hallmarks of the strategy include the consistency of our investment process, unique portfolio construction, low turnover and the tenure of the investment team. An ac tive strategy utilizing proprietary fundamental research focused on identifying companies with improving operating prospects. For the first half of 2024, the S&P 500 is +15. The NASDAQ advanced 8. See the company profile for TCW Concentrated Large Cap Growth I Cl (TGCEX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key For institutional investors, TCW offers a range of investment strategies across fixed income, equities, and emerging markets. Mr. . S. Cash TCW Concentrated Core Russell 1000® Growth Index Source: TCW Based on a managed account model portfolio. 1% clip in mid-2022. Philosophy: A highly-focused approach primarily targeting top mid- to large-cap companies with strong and enduring business models. The DJIA advanced 8. S Investment Environment Equity markets generally moved higher in the second quarter. wgp3fs 6v dk1z3epb nqifk sk iftboq ztvbkw on2uz pu8lq cq30