Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Fixed Income (Debt and Bonds), Equity
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout
Geographical Focus
United States
Industries Focus
- Financial Services
- Municipal Bonds
- Equity Investments
- Taxable Bonds
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1974
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.
Requirements
- Accredited investors only
- Long-term investment horizon
Contact
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Portfolio Companies
- Municipal Bond Fund
- Taxable Bond Fund
- Small Cap Equity Fund
- Global Equity Fund
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