Investment Discipline
GW&K Investment Management is a dynamic investment firm that offers active equity and fixed income solutions to meet the needs of a diverse client base which includes institutions, advisors and individuals. GW&K is most known for its municipal bond expertise, its taxable bond multi-sector approach, and its small cap and small/mid cap strategies. Most recently, the firm expanded its range of small cap solutions to include international and global options. GW&K’s founding principles of applying rigorous fundamental research, focusing on quality, and maintaining a long-term view still guides its investment process today across all strategies.
The Firm
Based in Boston, GW&K was founded in 1974 and now manages 17 distinct strategies. In addition to separately managed accounts, GW&K manages seven mutual funds, in the same style as some of the firm’s successful strategies, for investors who wish to benefit from GW&K’s depth of research and investment expertise.
Investment Strategies
- Equity – Equity Dividend Plus, Small/Mid Cap Core, Small Cap Core, Small Cap Growth, Small Cap Value, Global Small Cap, Emerging Markets
- Fixed Income – Short-Term Municipal Bond, Five-Year Municipal Bond, Municipal Bond – Intermediate, Municipal Enhanced Yield, Short-Term Taxable Bond, Core Bond, Enhanced Core Bond, Total Return Bond, Corporate Bond Opportunities
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.