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 Portfolio Manager Q&A: Municipal Bonds July 2022

Municipal Bond | Commentary

Muni Bond Q&A with Kara M. South, CFA, Principal, Municipal Bond Portfolio Manager

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The Wall Street Journal – Nuno Fernandes Quoted

Global Equity | News Article

Nuno Fernandes, CFA was quoted in a Wall Street Journal article, entitled, “Alibaba, Tencent, Meituan's $1.2 Trillion Selloff Might Not Be the Bottom.” 

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Reuters – Tom Masi & Nuno Fernandes Quoted

Global Equity | News Article

Tom Masi, CFA and Nuno Fernandes, CFA were quoted in a Bloomberg article, entitled, “Analysis: China investors hedge U.S. delisting risk with Hong Kong play.”

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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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