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GWKINC.NET

GW&K Investment Management

GW&K is a Boston investment management firm offering active equity and fixed income investment solutions to individuals, institutions, and financial advisors.

http://www.gwkinc.net/

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GW&K Investment Management | gwkinc.net Reviews
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GW&#38;K is a Boston investment management firm offering active equity and fixed income investment solutions to individuals, institutions, and financial advisors.
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1 municipal bonds
2 asset management
3 portfolio management
4 investment management
5 investment strategies
6 stock investing
7 tax free bonds
8 asset manager
9 bond investing
10 fixed income investing
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GW&K Investment Management | gwkinc.net Reviews

https://gwkinc.net

GW&#38;K is a Boston investment management firm offering active equity and fixed income investment solutions to individuals, institutions, and financial advisors.

INTERNAL PAGES

gwkinc.net gwkinc.net
1

Small Cap Core

http://www.gwkinc.net/Investment-Strategies/Equity-Strategies/Small-Cap-Equity.aspx

2,391 MM as of 12/31/16. We believe that a company's ability to generate consistent, long-term, sustainable earnings growth will drive enhanced stock price performance over time, due to both the higher level of future earnings and the higher valuation placed on these earnings by the market. Given the tendency of money managers to focus on short-term fundamentals and stock price performance, this sustainability of earnings growth is often overlooked and not properly recognized by the market.

2

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http://www.gwkinc.net/portal.aspx

Don’t have an account? To access the Portal. Gain access to our insights and opinions on the current market environment, as well as the latest information for GW&K Strategies.

3

Small Cap Growth

http://www.gwkinc.net/Investment-Strategies/Equity-Strategies/Small-Cap-Growth.aspx

Russell 2000 Growth Index. 273 MM as of 12/31/16. Q&A with Portfolio Manager Joe Craigen. Stock selection emphasizes well managed companies. With sustainable above-average earnings growth. Aim to hold stocks for long term and protect returns when markets decline. Seasoned team with small cap research expertise. A Focus On Quality. Low turnover strategy allows us to focus on the quality of our research rather than quantity. Visionary leadership, high-quality management. Resilient through economic cycles.

4

Small Cap Value

http://www.gwkinc.net/investment-strategies/equity-strategies/small-cap-value.aspx

Russell 2000 Value Index. 9 MM as of 12/31/16. We believe quality small cap companies trading at low valuation levels may offer attractive opportunities for stock price appreciation over time. Given the tendency of money managers to focus on short-term fundamentals and stock price performance, a company's underlying value is often overlooked and not recognized by the market. Stock selection emphasizes well-managed but undervalued companies with positive business momentum and attractive valuation.

5

Short-Term Taxable Bond

http://www.gwkinc.net/Investment-Strategies/Taxable-Bond-Strategies2/ShortTerm-Taxable-Bond.aspx

Bloomberg Barclays 1-5 Year Gov/Credit Index. 292 MM as of 12/31/16. We believe we can capture yield advantages over money market funds, while managing volatility, by actively managing a portfolio of short-term securities diversified across multiple bond sectors. We seek to optimize return potential by adhering to a disciplined quantitative and qualitative research process, and having a flexible approach to sector allocation. Focus on Sector Diversification. Mary F. Kane, CFA. Nancy G. Angell, CFA. John ...

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GW&K Investment Management

Painstaking research and an instinct for opportunity both are essential to effective investment management; both are hallmarks of GW&K. Investors who take the long view appreciate GW&K's highly developed investment process. There is peace of mind in knowing that your assets are being actively managed according to time-proven disciplines. Our culture is collaborative and our organization is flat, providing you with our best thinking and the highest levels of service. GW&K Announces Key Promotions.

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