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Adam Gaglio
Lead Portfolio Manager- Ave Maria Growth Fund (AVEGX) at Schwartz Investment Counsel Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Schwartz Investment Counsel | Lead Portfolio Manager- Ave Maria Growth Fund (AVEGX) | Dec 2019 to Present | — |
| Schwartz Investment Counsel | Equity Research Analyst | Jan 2013 to Present | — |
| Schwartz Investment Counsel | Head Equity Trader | Jul 2015 to Jun 2019 | — |
| Towers Watson | Actuarial Analyst | May 2012 to Jan 2013 | — |
| New York Life Insurance Company | Actuarial Intern | May 2011 to Jul 2011 | — |
| Hawk Ridge Management | Intern | Feb 2011 to Apr 2011 | — |
| Chippewa Beverage | Operations Manager Intern | May 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)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Detroit, MI , United States | |
| Portfolio Manager and Research Analyst | Plymouth, MI , United States | |
T Timothy Schwartz | President and CEO, Portfolio Manager | Naples, FL , United States |
G Gloria Miller | Managing Partner | United States |
| Investment Research Analyst and Head Trader | Detroit, MI , United States |
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C Cole Chewins | Research Analyst | Clarkston Capital Partners, LLC | East Lansing, MI , United States |
D Daniel Coble | Research Analyst | Clarkston Capital Partners, LLC | Detroit, MI , United States |