GW&K offers a range of equity and fixed income investment strategies to help you achieve your investment objectives. All are actively managed, research-driven and guided by a clear and disciplined investment process. We want investors to understand the objectives and process of each GW&K Strategy and have confidence that our managers will adhere closely to its parameters.
We believe in sticking to time-proven principles, performing meticulous research, investing in quality, and investing for the long term.
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.
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.
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.
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.
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.
Large cap equities are still on a roll, posting their sixth gain in the last seven quarters. While higher-for-longer interest rates created a market headwind in the quarter, it was more than offset by the favorable impact of AI-driven growth, slowing inflation, a decent economy and solid earnings.
After an unsteady start to the quarter that saw upside surprises to both growth and inflation, evidence emerged that the lagged effects of tight monetary policy might finally be working.
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GW&K’s Brendan Doucette shares recent trends in mortgage-backed securities – including wider yield spreads, rate volatility, and the shift in the buyer base – and explores the outlook for both MBS spreads and the securitized sector.