We believe the key to successful bond management is to protect and grow both principal and income. We also believe that an active, national approach provides greater potential to reduce risk and maximize after-tax returns. Integral to our intermediate duration strategy is our pursuit of opportunities along the yield curve and our focus on intense fundamental research to uncover and exploit market inefficiencies.
GW&K has been managing municipal bond portfolios since our founding in 1974
Portfolio managers average 20+ years with the firm
Credit analysts average 14 years experience, and are proficient in all sectors of the market
Traders, averaging 20 years investment experience, have the seasoned knowledge to assess the attractiveness of a bond structure and to add value to our process
» Actively adjust duration based on interest rate moves, the steepness of the curve, the technical environment and relative value.
Yield Curve Positioning
» Focus primarily on the intermediate area of the curve but maintain flexibility to shift positioning to exploit relative value opportunities across the curve.
Bottom-up Credit Research
» Our proprietary process focuses on a selective universe of credits to seek best relative value with an eye on risk management.
Value Added Trading
» Our experienced trading desk provides important perspectives on market dynamics for effective bond selection and optimal execution.
Nancy G. Angell, CFA John B. Fox, CFA Martin R. Tourigny, CFA
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