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

Latest
Updates

The Wall Street Journal – Nuno Fernandes Quoted

Global Equity | Press Mention

Nuno Fernandes, CFA was quoted in a Wall Street Journal article, entitled, “Chinese Stocks Are in a Slump—and Value Investors Are Excited.”

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Reuters – Tom Masi & Nuno Fernandes Quoted

Global Equity | Press Mention

Tom Masi, CFA and Nuno Fernandes, CFA were quoted in a Barron's article, entitled, "China's crackdowns rewrite investors' private sector playbook."

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FundFire – Christa Maxwell Mentioned

Firm-wide | Press Mention

Christa Maxwell, CFA, CIPM was mentioned in a FundFire article, entitled, “GW&K Hires Institutional Sales Exec.”

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

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