Get Active with Equities

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Get Active with Equities

Mr. Reilly is the Chief Investment Officer of the Equities Group and Director of Equity Research. He joined TCW in 1992 as an Equity Analyst after working four years in corporate finance at Security Pacific Bank. In 1995, he assumed co-portfolio management responsibility for TCW’s Latin America, Emerging Markets and International Equities investment strategies. Subsequently, from 2002-2005, he was Co-Portfolio Manager of the Société Générale Asset Management (SGAM) global equities team prior to assuming leadership of the Equity Research department in 2006. Mr. Reilly serves as a member of USC’s Endowment Investment Advisory Board, Marshall Center for Investment Studies Board of Advisors, and the Dornsife Board of Councilors. Mr. Reilly graduated valedictorian of the University of Southern California with a BS in Finance and a BA in Spanish and also received his MBA from the University of Southern California. He was recipient of the Rotary Foundation Ambassadorial Fellowship for a year of postgraduate studies at Universidad Complutense in Madrid, Spain. He is a CFA charterholder.

Insight

Get Active with Equities

Published: June 2024

Speakers:

Michael P. Reilly, CFA

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Michael Reilly talks about the power of active investing, pointing out how TCW uses rigorous bottom-up fundamental research to help identify high-conviction opportunities for equity portfolios and ETFs that produce long-term returns across market cycles.

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Video is approx. 3 minutes 50 seconds

Disclosure

For Investment Professional Use Only.

Investing involves risk, including the possible loss of principal. Shares of any ETF are bought and sold at market price (not NAV), may trade at a discount or premium to NAV and are not individually redeemed from the Fund. Brokerage commissions will reduce returns.

As with any investment, you could lose all or part of your investment in the Fund, and the Fund’s performance could trail that of other investments. The Fund is subject to certain risks, including the principal risks noted below, any of which may adversely affect the Fund’s net asset value (“NAV”) per share, trading price, yield, total return and ability to meet its investment objective.

The description of TCW ETF’s investment strategy is intended to be representative but may be changed from time to time by TCW, and TCW may alter the information at its discretion. TCW intends to be focused and directed in the selection of opportunities to actively engage with portfolio companies of the Fund. As we seek to deliver on our client’s financial objectives, engagement and active ownership are integral components of TCW’s research and investment process. Our data-informed engagement and active ownership practices achieve several objectives. The information elicited from these practices not only helps improve our fundamental research, but our engagement and active ownership practices may also have positive impacts on the company or other entities by suggesting best practices in addressing critical, financially material issues in areas of sustainability, corporate governance, or executive compensation. In TCW’s view, active ownership improves value and informs future investment decisions. Please see etf.tcw.com for complete investment risks.

Before investing you should carefully consider the fund’s investment objectives, risks, charges, and expenses. This and other information is in the prospectus, a copy of which may be obtained from etf.tcw.com. Please read the prospectus carefully before you invest.

The Funds are advised by TCW Investment Management Company LLC. Distributed by Foreside Financial Services, LLC.

Effective October 13, 2023, TCW acquired the ETF business from Engine No. 1 and the Transform Funds' adviser became TCW Investment Management Company LLC. Prior to that date, the Transform Funds' adviser was Fund Management at Engine No. 1 LLC.

NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE