Guiding Principles

  • Bottom-up Research Process

    Our team’s investment decisions are generated through hands-on proprietary research, due diligence, and entrepreneurial initiative. Our experienced sector specialists excel at developing original investment ideas and gaining a deep understanding of each company’s business, competitors, and industry.

  • Focus on Quality

    Consistent attention on quality helps us to protect returns when markets decline. We seek companies with highly capable management with proven leadership and strategic vision, strong financial characteristics, attractive and defensible market positions, and the ability to deliver sustainable earnings growth.

  • Long-term View

    We do not try to time the market or make sector bets driven by market dynamics. Our goal is to identify undervalued, well-managed businesses that we can hold for the long-term given their long runway for growth.

  • Valuation Discipline

    We are patient investors. Equally as important as discovering attractive companies that meet our criteria for quality and growth is to pay a reasonable price for the security.

GW&K’s approach to Domestic Equity investing

Explore Strategies

Separate Accounts Collective Trust Mutual Fund
Equity Dividend Plus
Learn More
Diversified Equity
Learn More
Small/Mid Cap Core
Learn More
Small/Mid Cap Growth
Learn More
Small Cap Value
Learn More
Small Cap Core
Learn More
Small Cap Growth
Learn More
We focus on getting the stock selection right and building a well-diversified portfolio to help manage risks. We achieve this by having a passionate team of portfolio managers, analysts and traders, with the singular goal of successfully investing for our clients.
Dan Miller Director of Equities
Our culture, from the start, has been focused on the success of our clients. The way that we achieve this is by having a team that has a strong investment process and a clear orientation towards success.
Dan Miller Director of Equities


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

Read Article
GW&K Domestic Equities Strategy Commentary – 3Q 2023
| Market Commentary

Resilience was the word for this quarter, and perhaps will continue to be for at least the near term...How this interplay between a stronger economy and higher interest rates plays out is difficult to predict

Read Article

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.

  • This field is for validation purposes and should be left unchanged.