Explore Strategies

Separate Accounts Collective Trust Mutual Fund
Equity Dividend Plus
Learn More
Diversified Equity
Learn More
Small/Mid Cap Core
Learn More
Small/Mid Cap Growth
Learn More
Small Cap Value
Learn More
Small Cap Core
Learn More
Small Cap Growth
Learn More

Guiding Principles

  • Bottom-up Research Process

    Our team’s investment decisions are generated through hands-on proprietary research, due diligence, and entrepreneurial initiative. Our experienced sector specialists excel at developing original investment ideas and gaining a deep understanding of each company’s business, competitors, and industry.

  • Focus on Quality

    Consistent attention on quality helps us to protect returns when markets decline. We seek companies with highly capable management with proven leadership and strategic vision, strong financial characteristics, attractive and defensible market positions, and the ability to deliver sustainable earnings growth.

  • Long-term View

    We do not try to time the market or make sector bets driven by market dynamics. Our goal is to identify undervalued, well-managed businesses that we can hold for the long-term given their long runway for growth.

  • Valuation Discipline

    We are patient investors. Equally as important as discovering attractive companies that meet our criteria for quality and growth is to pay a reasonable price for the security.

GW&K’s approach to Domestic Equity investing
We focus on getting the stock selection right and building a well-diversified portfolio to help manage risks. We achieve this by having a passionate team of portfolio managers, analysts and traders, with the singular goal of successfully investing for our clients.
Dan Miller Director of Equities
Our culture, from the start, has been focused on the success of our clients. The way that we achieve this is by having a team that has a strong investment process and a clear orientation towards success.
Dan Miller Director of Equities

Commentary

GW&K Domestic Equities Market Commentary – 3Q 2024
Domestic Equity | Market Commentary

Domestic large cap equities posted their fourth consecutive quarterly gain and seventh gain in the last eight quarters.

Read Article
GW&K Domestic Equities Market Commentary – 2Q 2024
Domestic Equity | Market Commentary

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.

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.