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


The Wall Street Journal – Sheila May Quoted

Municipal Bond | Press Mention

Sheila May, CFA was quoted in a Wall Street Journal article, entitled, "Investors Like New York Subways. San Francisco’s BART? Not So Much."

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Bond Buyer – Kara South Quoted

Municipal Bond | Press Mention

Kara South, CFA was quoted in Bond Buyer article, entitled, “Munis take breather ahead of smaller — but still sizable — new-issue calendar.”

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GW&K Emerging Markets Equities Strategy Commentary – 3Q 2023

Global Equity | Market Commentary

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