We are an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. We combine deep expertise with a hands-on approach to navigating markets, and our commitment to superior client service and disciplined investment management has helped us build lasting partnerships.
Hear more from our Founder-Chairman Harold Kotler and CEO Tom Powers, about who we are and what we do in this video.
About Our FirmWe leverage our strengths in bottom-up fundamental research to focus on small cap, small/mid cap, and high conviction multi-cap equity — those equity market segments where active management and disciplined stock selection can add the most value.
Our global specialists seek to uncover quality companies that have a sustainable competitive advantage and that may be undervalued, underappreciated, or misunderstood by the market.
GW&K is a recognized market leader and pioneer in municipal bond investing, having managed portfolios for clients since our founding in 1974. Our investment approach is active, flexible, and rooted in disciplined research to preserve and enhance principal and income.
We have been managing taxable bond portfolios for clients for more than three decades. We aim to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation in changing market environments.
Investment professionals who invest on behalf of clients
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Investors who consult or invest on behalf of financial institutions
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Financial planning for high net worth individuals
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Registered Investment Advisors seeking a trusted partner
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Macro
Investors expect strong long-term stock returns. But what do today’s valuations imply? Bill Sterling puts those expectations to a simple arithmetic test.
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Municipal Bond
Municipals sold off in July, with intermediate bonds posting their first negative July since 2013, as rising Treasury yields and rich starting valuations outweighed strong technicals.
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Wealth Insights
Should your home be titled in a revocable trust? Learn the potential benefits, important considerations, and how it may fit into your overall estate plan.
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Taxable Bond
Rates sold off, led by the front end of the Treasury curve, while longer-term Treasuries held up better. Investors shifted their focus from the conflict in Iran to the Federal Reserve and the domestic economy, as the market increased expectations for potential rate hikes.
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Macro
Hear GW&K's Harold Kotler, Bill Sterling, and Dan Fasciano discuss the economy, AI, inflation, diversification, and why long-term investors should look beyond today's headlines.
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Taxable Bond
AI is reshaping more than equity markets. Explore how the AI infrastructure buildout is being financed and what it means for fixed income investors.
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