Investment Strategies

  • Domestic Equity

    We develop a deep understanding of the companies in which we invest through disciplined and intensive fundamental research. Our focus is on finding well-managed, quality companies, which are resilient.

    About Domestic Equity
  • Global Equity

    We take advantage of market inefficiencies to find quality growth companies that may be undervalued, underappreciated, or under-researched. Our rigorous, bottom-up process focuses on a company’s upside potential and downside risk.

    About Global Equity
  • Taxable Bond

    Our multi-sector approach aims to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation. We build diversified yield advantaged portfolios that generate steady, incremental income and provide downside risk protection.

    About Taxable Bond
  • Municipal Bond

    We combine a rigorous, research intensive, credit selection process with active management. Our goal is to take advantage of market inefficiencies and find opportunities across the yield curve to protect and grow principal and income.

    About Municipal Bond


Barron’s – Tom Masi Quoted

Global Equity | Press Mention

Tom Masi, CFA was quoted in a Barron's article, entitled, “India's Richest Person Is a Short-Seller's Target. What It Signals for the Country's Markets.”

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GW&K Municipal Bond Strategies Investment Commentary – 4Q 2022

Municipal Bond | Market Commentary

Don’t be fooled by all the hand-wringing over what a terrible year 2022 was for bonds. In fact, long-term investors should be grateful for what transpired.

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GW&K Emerging Market Strategies Investment Commentary – 4Q 2022

Global Equity | Market Commentary

Although global central bank tightening still provides potential headwinds to global equity markets, the prospect of sustained Asia and EM outperformance appears to be the highest in years based on attractive valuations and exceptional earnings prospects.

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Stay Updated & Informed with GW&K

GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

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