Bond Market Investment Expert Joins GW&K Investment Management

Firm Hires Brett Kozlowski as Taxable Bond Portfolio Manager

BOSTON, MA ( February 12, 2025 ) – GW&K Investment Management (GW&K), an entrepreneurial-driven investment management firm offering active equity and fixed-income investment solutions to meet the needs of a diverse client base, today announced that it has hired Brett Kozlowski as Principal and Taxable Bond Portfolio Manager. He is based in the firm’s Boston headquarters.

Kozlowski, who is also a member of the firm’s Investment Committee, brings almost three decades of fixed income investing experience to the taxable bond team. A seasoned investor, he joins Mary Kane as a portfolio manager on all GW&K’s Taxable Bond Strategies, with responsibility for opportunistic and strategic portfolio positioning, performance, and risk management. His addition will strengthen the taxable bond team as it looks to continue its growth, presence, and footprint. Kozlowski joins a team of 12 taxable bond investment professionals who average 22 years of experience and 14 years at the firm. He will report to GW&K’s Director of Fixed Income, John Fox.

Taxable bond assets at GW&K have grown to almost $6 billion as of year-end 2024 and today account for over 10% of the firm’s total assets under management.

In commenting on the news, Tom Powers, Co-CEO said, “Brett’s extensive expertise in fixed income research and management, particularly in the structured credit universe, aligns perfectly with our comprehensive independent research capabilities and active total return philosophy. We are confident that Brett’s contributions will be invaluable in enhancing our strategic portfolio positioning as we continue to deliver exceptional results for our clients.”

Kozlowski joins GW&K from Franklin Templeton (formerly Putnam Investments), where he spent 16 years, most recently serving as the Co-head of Structured Credit. In this role, he managed multi-asset fixed income funds and structured credit-specific mandates. Previous roles at the firm included Portfolio Manager and Structured Product Specialist. Prior to that, he was a Portfolio Manager at Fidelity Investments.

Kozlowski earned a Bachelor of Science degree in Economics from the Massachusetts Institute of Technology and is a CFA® Charterholder. He was previously a member of the Board of Directors for the American Securitization Forum.

About GW&K Investment Management

GW&K was founded in 1974 to offer innovative investment solutions consistent with its clients’ objectives. Through the years, the firm has successfully introduced a range of equity and fixed income strategies, all of which are actively managed, research-driven and guided by a clear and disciplined investment process. Today, GW&K manages equity and fixed income strategies for a diverse client base, including individuals, corporations, public funds, endowments, foundations, and financial institutions. As of December 31, 2024, GW&K had $52.9 billion in assets under management.

Keep
Reading

Israel’s Iran Strike Challenges Markets

Macro | Insight

GW&K Insights | June 2025 Israel’s Iran airstrikes initially sent oil up 7% while bond yields rose, reflecting fears that energy shocks could reignite inflation and force the Fed to delay rate cuts. Each $10 oil increase adds roughly 0.5 percentage points to inflation, potentially pushing CPI from 2.4% toward 3-5% if crude sustains higher

Read Article

The Great Rotation: Why International Diversification May Finally Pay Off

Macro | Insight

GW&K Insights | June 2025 The US dollar’s extreme overvaluation has created conditions for sustained weakness that could benefit international stocks. Historical patterns show international equities outperform US markets during dollar decline cycles, with currency translation effects amplifying returns for American investors. Trade tensions, pressure on emerging markets to strengthen their currencies, and easier Fed

Read Article

Weathering the Storm: Why Fixed Income Still Matters in Turbulent Markets

Macro | Insight

GW&K Insights | May 2025   Highlights Despite the breakdown in traditional stock-bond correlation, fixed income offers attractive yields at multi-year highs, providing meaningful income even without price appreciation. Current equity valuations appear expensive by historical standards. With the S&P 500 earnings yield barely above real Treasury yields, there is a compelling relative-value case for

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