GW&K Investment Management LLC

Overview

GW&K Investment Management LLC is an active investment manager dedicated to serving financial advisors, institutional investors, private wealth clients, and registered investment advisors with a broad range of equity and fixed income strategies. The firm combines deep expertise with a hands-on approach to navigating markets, emphasizing superior client service and disciplined investment management to build lasting partnerships. Founded in 1974, GW&K offers investment solutions including domestic equity, global equity, municipal bonds, and taxable bonds. The firm employs a bottom-up fundamental research approach, focusing on small cap, small/mid cap, and high conviction multi-cap equity, as well as active, flexible municipal and taxable bond strategies. GW&K serves a diverse client base, including financial advisors, institutional investors, private wealth clients, and registered investment advisors. As of December 31, 2023, GW&K managed approximately $53 billion in assets. The firm is headquartered in Boston, Massachusetts, with an additional office in Winter Park, Florida. GW&K is an affiliate of Affiliated Managers Group, Inc., a publicly traded global asset management company. The firm's commitment to client respect, collaboration, and access to investment professionals defines its relationships and ensures a culture of trust and integrity.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies