GW&K Investment Management
About
GW&K Investment Management is a Boston-based active investment manager offering equity and fixed income strategies to financial advisors, institutional investors, private wealth clients and registered investment advisors. On the equity side, it relies on bottom-up fundamental research and focuses on small-cap, small/mid-cap and high-conviction multi-cap stocks, segments where it believes disciplined stock selection adds the most value, along with global strategies seeking quality companies the market may undervalue.
The firm was founded in 1974 and began by serving the specific needs of private clients, an origin it credits for the individual care it still gives each account. It calls itself a pioneer in municipal bond investing, having managed muni portfolios since its founding, and it has run taxable bond portfolios for more than three decades. Founder-Chairman Harold Kotler and CEO Tom Powers lead an entrepreneurial firm that prizes balance between large and small clients.
What to Know
- GW&K is an SEC-registered investment adviser with offices in Massachusetts and Florida.
- The firm publishes regular market commentary, including monthly municipal and taxable bond snapshots.
- Its analysts and strategists are quoted in outlets such as Reuters.
- It is a member of the Greater Boston Chamber of Commerce.
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