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.

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