GW&K’s Approach

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.

Hear more from our Director of Equities, Dan Miller in this video.

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.

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

Perspectives

Domestic Equity

Domestic Equity Market Commentary – 4Q 2025

US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.

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Domestic Equity

Domestic Equity Market Commentary – 3Q 2025

US equities soared in the third quarter, led by AI and tech. Small caps outperformed, gold hit record highs, and Fed rate cuts boosted market optimism.

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Domestic Equity

Domestic Equity Market Commentary – 2Q 2025

After a difficult start to the second quarter following the “Liberation Day” market meltdown, equities rebounded strongly the last 11 weeks of the quarter.

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Domestic Equity

Domestic Equity Market Commentary – 1Q 2025

Whereas the only certainty for the near-term would seem to be more market volatility, investor sentiment has turned so negative that a relief rally can’t be ruled out.

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Domestic Equity

Company Insights on Consumer Spending

Equity Research Analyst Gaby Greenman shares insights from the companies she follows, providing a direct look at how businesses are thinking about consumer demand and their outlook for the months ahead.

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Macro | Domestic Equity

Consumer Spending Faces Crosswinds After Strong 2024

Will consumers stay resilient or pullback? Our Global Strategist Bill Sterling shares his research on spending trends and what they mean for investors.

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