Investment Strategies

  • Domestic Equity

    We develop a deep understanding of the companies in which we invest through disciplined and intensive fundamental research. Our focus is on finding well-managed, quality companies, which are resilient.

    About Domestic Equity
  • Global Equity

    We take advantage of market inefficiencies to find quality growth companies that may be undervalued, underappreciated, or under-researched. Our rigorous, bottom-up process focuses on a company’s upside potential and downside risk.

    About Global Equity
  • Taxable Bond

    Our multi-sector approach aims to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation. We build diversified yield advantaged portfolios that generate steady, incremental income and provide downside risk protection.

    About Taxable Bond
  • Municipal Bond

    We combine a rigorous, research intensive, credit selection process with active management. Our goal is to take advantage of market inefficiencies and find opportunities across the yield curve to protect and grow principal and income.

    About Municipal Bond

Latest
Updates

Fortune – Bill Sterling Quoted

Global Equity | Press Mention

Global Strategist, William Sterling, Ph.D. was quoted in a Fortune article, entitled, “The U.S. just got its best inflation report in over 3 years, but stock are still down. Here's why.”

Read Article

State of California: Prudent Policies and Healthy Reserves Counter Revenue Volatility

Municipal Bond | Market Commentary

GW&K’s Director of Municipal Research, Sheila May, writes about the state of California's budget and why we remain comfortable with the state’s credit profile.

Download

Structured Credit Investors – Brendan Doucette Quoted

Taxable Bond | Press Mention

Taxable Bond Senior Securitized Analyst, Brendan Doucette was quoted in a Structured Credit Investor article, entitled, “Bereft of Banks.”

Read Article

Stay Updated & Informed with GW&K

GW&K's CIO and Portfolio Managers share their insights and opinions on the economy and market each quarter.

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