Gannett Welsh & Kotler, LLC

Investment Discipline

Gannett Welsh & Kotler, LLC ("GW&K"), is a highly regarded manager of municipal bond, taxable bond and equity investments. GW&K’s investment approach emphasizes a combination of active management, fundamental research, and risk management factors. The firm’s intensive research effort focuses on security level, sector level, and credit issuer analysis to validate investment opportunities while seeking to limit risk. In addition, each client’s unique portfolio needs are also taken into account when making investment decisions. These time-tested principles, along with a team-based approach to working with each client, have contributed to the firm’s long-term success managing fixed income and equity strategies for its clients.

The Firm

Based in Boston, GW&K was founded in 1974 and offers highly personalized investment services to its clients. In addition to separately managed accounts, GW&K manages three mutual funds for retail investors who wish to benefit from the firm’s depth of research and investment expertise. The firm is led by Harold Kotler, Chief Executive Officer and Chief Investment Officer, as well as Co-Presidents Thomas F.X. Powers and T. Williams Roberts, III.

Contact Information

222 Berkeley Street, 15th Floor
Boston, MA 02116
617-236-8900
www.gwkinc.com