We are an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients and RIAs with a broad range of equity and fixed income strategies. We combine deep expertise with a hands-on approach to navigating markets, and our commitment to superior client service and disciplined investment management has helped us build lasting partnerships.
Hear more from our Founder-Chairman Harold Kotler and CEO Tom Powers, about who we are and what we do in this video.
About Our FirmWe leverage our strengths in bottom-up fundamental research to focus on small cap, small/mid cap, and high conviction multi-cap equity — those equity market segments where active management and disciplined stock selection can add the most value.
Our global specialists seek to uncover quality companies that have a sustainable competitive advantage and that may be undervalued, underappreciated, or misunderstood by the market.
GW&K is a recognized market leader and pioneer in municipal bond investing, having managed portfolios for clients since our founding in 1974. Our investment approach is active, flexible, and rooted in disciplined research to preserve and enhance principal and income.
We have been managing taxable bond portfolios for clients for more than three decades. We aim to take advantage of the relative valuation among distinct bond sectors and the increased opportunities to generate income and capital appreciation in changing market environments.
Investment professionals who invest on behalf of clients
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Investors who consult or invest on behalf of financial institutions
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Financial planning for high net worth individuals
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Registered Investment Advisors seeking a trusted partner
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Municipal Bond
Munis extended their rally in February, supported by robust demand. With the back half of the curve exceptionally steep and yields historically attractive, we’re watching how seasonal March headwinds may influence positioning and flows.
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Taxable Bond
February delivered strong returns as Treasury yields fell — plus what wider spreads and rising volatility mean for taxable bonds.
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Wealth Insights
Long term care planning matters more than many realize. GW&K’s Matt Shumaker answers key questions on costs, coverage, and timing.
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Municipal Bond
Entering February, the outlook for municipal bonds remains favorable: Supply and demand are broadly in balance, credit quality is strong, and tax-equivalent yields are attractive.
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Taxable Bond
The US Aggregate Bond Index delivered a modest 0.11% return in January, as spread tightening and carry in corporate bonds and mortgage-backed securities more than offset a small increase in Treasury yields.
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Macro
Harold Kotler, Bill Sterling, & Dan Fasciano discuss their outlook on the markets, highlighting discipline, diversification, AI, easing inflation, and a broadening global rally.
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