Taxable Bond
Taxable Bond Snapshot July 2025
In July, the bond market remained in risk-on mode, supported by a better-than-anticipated earnings season and progress on trade deals that removed some of the uncertainty overhang.
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Domestic Equity
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.
Explore Strategies
| Separate Accounts | Collective Trust | Mutual Fund | ||
|---|---|---|---|---|
Equity Dividend Plus |
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Diversified Equity |
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Small/Mid Cap Core |
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Small/Mid Cap Growth |
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Small Cap Value |
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Small Cap Core |
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Small Cap Growth |
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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
Perspectives
Municipal Bond
Municipal Bond Snapshot July 2025
In July, new muni bond issuance set another monthly record, but pockets of value emerged as concessions increased, and crossover buyers stepped in at the long end.
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Wealth Insights
Strategies for Wealth Transfer Success
GW&K’s Wealth Advisor Ross McWilliams shares actionable strategies to prepare your next generation for financial success.
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Macro
2Q25 GW&K Market Insights
Our Founder-Chairman Harold Kotler and Global Strategist Bill Sterling discuss elevated market volatility, changing tariff policies, and current risks and opportunities.
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Municipal Bond
The Evolving Challenges Facing Higher Education
Our Director of Municipal Bond Research shares insights into the financial impact of federal policies, declining enrollment, and other factors affecting higher-ed institutions today.
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Macro
GW&K Investment Review 2Q 2025
There are good reasons for investors to be optimistic now, including technological advances and a potential stabilization in global risk hotspots, says our CIO Harold Kotler.
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