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.

    View Domestic Equity Strategies
  • 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.

    View Global Equity Strategies
  • 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.

    View Taxable Bond Strategies
  • 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.

    View Municipal Bond Strategies

Latest Commentary

GW&K Quarterly Investment Review 4Q 2023
Firm-wide | Market Commentary

GW&K Quarterly Investment Review featuring Founder-Chairman and Chief Investment Officer Harold G. Kotler's economic commentary.

GW&K Municipal Bond Market Commentary – 4Q 2023
Municipal Bond | Market Commentary

Municipal bonds posted their best quarterly performance in nearly four decades, transforming 2023 into a year of solid gains after it looked like we were headed for a second consecutive annual loss.

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GW&K Domestic Equities Strategy Commentary – 4Q 2023
Domestic Equity | Market Commentary

The setup for 2024 looks quite positive, as labor markets remain solid, consumer confidence has improved, capital spending should be bolstered by Inflation Reduction Act spending, and corporate earnings should grow nicely

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GW&K Taxable Bond Market Commentary – 4Q 2023
Taxable Bond | Market Commentary

The strong performance this quarter was a sharp reversal from the prior quarter, which briefly raised the specter of an unprecedented third consecutive loss for the bond market.

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GW&K Global Equities Strategy Commentary – 4Q 2023
Global Equity | Market Commentary

Despite relatively modest returns in 2023 our view on international markets is constructive. After years of underperforming, primarily due to valuation compression and FX headwinds, the set-up for non-US equities in 2024 is positive.

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Stay Updated & Informed with GW&K

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

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