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


GW&K Emerging Wealth Update: Week Ending February 26, 2021

Global Equity | Commentary

Thomas A. Masi, CFA, Vice President, Portfolio Manager and Nuno Fernandes, CFA, Vice President, Portfolio Manager

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Reuters – Tom Masi Quoted

Global Equity | News Article

Tom Masi, CFA was quoted in two Reuters articles, entitled, “China’s stocks post worst week in early 2-1/2 yrs as bond yields surge” & “China, Hong Kong stocks drop over 2% as bond yield surge.”

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Bond Buyer – Sheila May Quoted

Municipal Bond | News Article

Sheila May, CFA was quoted in a Bond Buyer article, entitled, "Bay Area Toll Authority reserves cushioned it when the pandemic cut traffic."

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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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