We 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.
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.
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.
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
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Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.