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Adam Gaglio

Adam Gaglio

Lead Portfolio Manager- Ave Maria Growth Fund (AVEGX) at Schwartz Investment Counsel Inc.

Detroit, MI , United States

About

Adam P. Gaglio, CFA, is the lead portfolio manager of the Ave Maria Growth Fund (AVEGX) at Schwartz Investment Counsel, Inc., based in Detroit, MI. In this role, he oversees the fund's strategy, security selection, and portfolio management, and also serves as a co-manager for the Ave Maria Growth Focused Fund and previously as co-manager for the Ave Maria Bond and Rising Dividend Funds.

Gaglio specializes in equity research with a particular focus on small- and micro-cap companies, drawing on analytical expertise to identify growth opportunities across various sectors, including but not limited to consumer, technology, and healthcare. His responsibilities include fundamental research, security selection, and overall portfolio construction within the equity asset class.

Since joining Schwartz Investment Counsel in 2013, Gaglio has held multiple roles including research analyst and Head Equity Trader before assuming portfolio management positions. He earned his Bachelor’s degree in Mathematics from the University of Michigan and holds the Chartered Financial Analyst (CFA) designation, bringing quantitative rigor and a disciplined investment process to the firm. His advancement to Vice President and lead manager reflects significant contributions to the firm's research depth and fund performance.

Career History

OrganizationRoleDate RangeDetails
Schwartz Investment CounselLead Portfolio Manager- Ave Maria Growth Fund (AVEGX)Dec 2019 to Present
Schwartz Investment CounselEquity Research AnalystJan 2013 to Present
Schwartz Investment CounselHead Equity TraderJul 2015 to Jun 2019
Towers WatsonActuarial AnalystMay 2012 to Jan 2013
New York Life Insurance CompanyActuarial InternMay 2011 to Jul 2011
Hawk Ridge ManagementInternFeb 2011 to Apr 2011
Chippewa BeverageOperations Manager InternMay 2010 to Jul 2010

Education

University of Michigan College of Literature, Science, and the Arts

Bachelor’s Degree, Mathematics

2008 2012

Grosse Pointe North High School

High School

2004 2008

Others at Schwartz Investment Counsel Inc. (5)

NameRoleLocation
Brandon Scheitler
Brandon Scheitler
Chief Investment OfficerDetroit, MI , United States
Sean Gaffney
Sean Gaffney
Portfolio Manager and Research AnalystPlymouth, MI , United States
T
Timothy Schwartz
President and CEO, Portfolio ManagerNaples, FL , United States
G
Gloria Miller
Managing PartnerUnited States
James Peregoy
James Peregoy
Investment Research Analyst and Head TraderDetroit, MI , United States

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