Investment Discipline
GW&K Investment Management is an entrepreneurial-driven investment management firm that offers active equity and fixed-income investment solutions to meet the needs of a diverse client base. GW&K’s founding principles include applying rigorous fundamental research, focusing on quality, and maintaining a long-term view to its investment process.
The Firm
Headquartered in Boston, MA, GW&K was founded in 1974 and manages 32 distinct strategies. In addition to separately managed accounts, GW&K also serves as the subadvisor for several mutual funds distributed by AMG Distributors, Inc., a member of FINRA.
Investment Strategies
- Domestic Equity
- Global Equity
- Taxable Bond
- Municipal Bond
Investment Vehicles
- Separate Accounts
- U.S. Mutual Funds
- UCITS
- Private Funds
Assets Under Management
| ■ Municipal Bond | 65% |
| ■ Taxable Bond | 9% |
| ■ Balanced | 9% |
| ■ Small / Mid Cap Equity | 8% |
| ■ Small Cap Equity | 8% |
| ■ Equity Dividend | 1% |
Percentages may not sum to 100% due to rounding; approximate breakdown subject to change.