GW&K Investment Management

About

Founded

1974

Headquarters

Boston, MA

Affiliat Since

2008

About

GW&K Investment Management is a dynamic investment management firm that offers asset allocation, active equity, and fixed income investment solutions to help meet the needs of a diverse client base. GW&K’s founding principles of applying rigorous fundamental research, focusing on quality, and maintaining a long-term view still guide its investment process today.

AMG Products from this firm

MBGVX

GW&K Core Bond ESG Fund

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TLEVX

GW&K Emerging Markets Equity Fund

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TYWVX

GW&K Emerging Wealth Equity Fund

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MFDAX

GW&K Enhanced Core Bond ESG Fund

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MGBIX

GW&K ESG Bond Fund

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MBEAX

GW&K Global Allocation Fund

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MGGBX

GW&K High Income Fund

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MECAX

GW&K International Small Cap Fund

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GWMTX

GW&K Municipal Bond Fund

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GWMNX

GW&K Municipal Enhanced Yield Fund

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ACWIX

GW&K Small/Mid Cap Growth Fund

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GWETX

GW&K Small Cap Core Fund

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SKSEX

GW&K Small Cap Value Fund

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GWGIX

GW&K Small/Mid Cap Core Fund

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MESHX

GW&K Municipal Enhanced SMA Shares

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Approach & Philosophy

Philosophy and Approach

GW&K is committed to meticulous research that helps the firm uncover opportunities and limit risk. With a focus on the long term, GW&K seeks out quality characteristics in every investment it makes. GW&K’s investment strategies are directed toward clear, focused objectives and bound by an active investment process. The firm believes an investment discipline isn’t a straitjacket, it’s a compass.

Portfolio Managers

Nancy G. Angell, CFA

PARTNER AND CO-DIRECTOR OF FIXED INCOME

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John B. Fox, CFA

PARTNER AND CO-DIRECTOR OF FIXED INCOME

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Martin R. Tourigny, CFA

PARTNER AND PORTFOLIO MANAGER

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Brian T. Moreland, CFA

PARTNER AND PORTFOLIO MANAGER

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Kara M. South, CFA

PRINCIPAL, MUNICIPAL BOND PORTFOLIO MANAGER

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Mary F. Kane, CFA

PARTNER AND PORTFOLIO MANAGER

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Daniel L. Miller, CFA

PARTNER AND DIRECTOR OF EQUITIES

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Jeffrey W. Thibault, CFA

PARTNER AND PORTFOLIO MANAGER

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Joseph C. Craigen, CFA

PARTNER AND PORTFOLIO MANAGER

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William Sterling, Ph.D.

GLOBAL STRATEGIST | GW&K INVESTMENT MANAGEMENT

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Pablo Salas

PARTNER AND PORTFOLIO MANAGER

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Thomas Masi, CFA

PARTNER AND PORTFOLIO MANAGER

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Nuno Fernandes, CFA

PARTNER AND PORTFOLIO MANAGER

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Bradley J. Miller, CFA

PARTNER AND PORTFOLIO MANAGER

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Aaron C. Clark, CFA

PRINCIPAL, PORTFOLIO MANAGER

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Karl M. Kyriss, CFA

PARTNER AND PORTFOLIO MANAGER

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Reid T. Galas, CFA

PARTNER AND PORTFOLIO MANAGER

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Stephen J. Repoff, CFA

PRINCIPAL, PORTFOLIO MANAGER

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Jeffrey O. Whitney, CFA

PARTNER, PORTFOLIO MANAGER

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Nancy G. Angell, CFA

PARTNER AND CO-DIRECTOR OF FIXED INCOME

Nancy is a partner and portfolio manager for all of the firm’s municipal bond strategies. She was appointed co-director of fixed income in 2001, responsible for overseeing all aspects of our management of fixed income assets, including portfolio management, research, and trading. Nancy is also responsible for relationship management for many high net worth clients and consultants. Nancy is a member of the firm’s Management, Investment, and ESG Committees. Nancy began her GW&K career soon after graduating from Duke University and quickly became an integral member of the firm’s municipal bond team. She started out doing research for the firm and then assumed responsibility for managing GW&K’s municipal bond trading effort. In 1988 Nancy became a portfolio manager and was eventually appointed leader of the growing municipal bond team. Nancy graduated cum laude with an AB in Economics from Duke University, and received her MBA with high honors in Finance from Boston University. She is a CFA® charterholder and is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum, and the National Federation of Municipal Analysts. Nancy sits on the Advisory Committee of Challenge Unlimited at Ironstone Farm

John B. Fox, CFA

PARTNER AND CO-DIRECTOR OF FIXED INCOME

John joined GW&K as a member of our municipal bond team in 1990 after graduating from college and was promoted to portfolio manager in 1995, a role in which he continues to serve. John was appointed co-director of fixed income in 2001, responsible for overseeing all aspects of our fixed income operations, including portfolio management, research, and trading. He is a partner in the firm and is also a member of the firm’s Management and Investment Committees. John received a BA in Economics from Boston College and an MBA from Boston University. He is a CFA® charterholder and is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum, and the National Federation of Municipal Analysts.

Martin R. Tourigny, CFA

PARTNER AND PORTFOLIO MANAGER

Marty is a partner and senior member of GW&K’s municipal bond team responsible for portfolio management. He sits on the trading desk and is uniquely positioned to identify and take advantage of opportunities in the inefficient muni-bond market that match clients’ investment needs. Marty is a member of the firm’s Investment and Management Committees. Prior to joining GW&K in 1994, Marty was employed by Mutual Fund Services Company as a senior fund accountant. Marty received his BA in Economics from Boston College in 1991, and Masters in International Economics from Suffolk University in 2002. He is a CFA® charterholder and a member of the CFA Institute, the CFA Society Boston, the Boston Security Analysts Society, the Boston Municipal Analysts Forum, and the National Federation of Municipal Analysts.

Brian T. Moreland, CFA

PARTNER AND PORTFOLIO MANAGER

Brian is a partner of the firm and has been a portfolio manager on the municipal bond team since 2008. He has primary responsibility for GW&K’s Municipal Enhanced Yield, 2-8 Year Municipal Bond, and Short-Term Municipal Bond Strategies, and he trades bonds across the credit spectrum from AAA to BBB. Brian is a member of the firm’s Investment Committee. Brian joined GW&K in 1998 soon after graduating college. He started as an operations specialist and shortly thereafter transitioned to the municipal bond team to support the research and trading efforts for the firm’s growing municipal bond strategies. Through the years he developed expertise in researching municipal credits across the quality spectrum and gained a deep understanding of the vast and complex municipal bond market. Brian received his BS in Finance from Boston College in 1997. He is a CFA® charterholder, and is a member of the Boston Municipal Analysts Forum, the National Federation of Municipal Analysts, the CFA Institute, and the CFA Society Boston.

Kara M. South, CFA

PRINCIPAL, MUNICIPAL BOND PORTFOLIO MANAGER

Kara is a portfolio manager for all of the firm’s municipal bond strategies and is a member of the Investment Committee and ESG Committee. As a seasoned fixed income manager with deep knowledge of the market, including experience managing taxable municipal bonds and ESG strategies, she is able to draw on her extensive research and management expertise in the evaluation of market risks, opportunities, and strategic portfolio positioning. Kara joins GW&K from Income Research + Management (IR+M), where she was a senior portfolio manager and co-director of credit research and a member of the Investment Committee. Prior to IR+M, she was a securities valuation analyst at John Hancock Financial. She began her career at Wachovia Corporation (now Wells Fargo) as an interest rate derivative analyst. Kara earned a BA in Economics and Psychology from Cornell University. She is a CFA® charterholder and is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum, and the National Federation of Municipal Analysts. In addition, she holds the Fundamentals of Sustainability Accounting (FSA) certificate.

Mary F. Kane, CFA

PARTNER AND PORTFOLIO MANAGER

Mary is a partner of the firm and responsible for the implementation and execution of all GW&K taxable fixed income portfolios. She has a long-tenured and successful career in building taxable fixed income portfolios and mutual funds that serve a wide range of clients. Mary is a proven leader and manages all aspects of GW&K’s taxable bond portfolio management, research, and trading. She is a member of the firm’s Investment, ESG, and Global Allocation Committees. Prior to joining GW&K, Mary was a managing director and portfolio manager with Fortis Investments where she was responsible for all of the firm’s U.S. dollar-denominated taxable bond mutual funds. Previously she was a vice president at Invesco, where she served as a senior high-yield credit analyst and managed various institutional fixed-income mandates. She began her investment career as a fixed income trader and credit analyst at Gardner and Preston Moss. Mary graduated cum laude from Wheaton College where she earned an AB in Economics, and received her MBA from Boston University’s Questrom School of Business. She is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.

Daniel L. Miller, CFA

PARTNER AND DIRECTOR OF EQUITIES

Dan is a partner of the firm and brings over four decades of investment management experience to GW&K. As director of our equity department, he is responsible for overseeing all aspects of our equity investment teams including portfolio management, research, and trading. He is a member of the firm’s Management, Investment, and ESG Committees. Dan has worked with various companies in the Boston area as an investment and financial consultant. Prior to joining GW&K, he spent 21 years at Putnam Investments in Boston, where he was chief investment officer for the specialty growth group and oversaw a team of twenty and up to $100 billion in assets under management. He was also a portfolio management team member of several small and mid cap growth funds, the lead manager for the Putnam New Opportunities Fund, and a member of Putnam’s management committee and partners group. He began his career as an analyst at Morgan Stanley. Dan graduated from the University of California, Berkeley, with highest honors, and received his MBA from Stanford University Graduate School of Business. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Dan serves on the board of trustees for The Rashi School in Dedham, Massachusetts.

Jeffrey W. Thibault, CFA

PARTNER AND PORTFOLIO MANAGER

Jeff is a partner as well as a portfolio manager and analyst on our domestic small cap team. He manages our small and small/mid cap core strategies, directs our domestic equity research effort, and provides research coverage for the Materials, Energy, Utilities, and Industrials sectors. Jeff is a member of the firm’s Investment Committee. Jeff joined GW&K in 2004 to work on a nascent small cap core strategy and build out the firm’s research efforts. Since that time, the team has launched several other small/mid products and built a reputation for low turnover, risk controlled portfolio construction, and high quality stock selection. Previously he spent several years at BNY Asset Management. He worked with researchers in the firm’s centralized equity research department before joining its small cap growth team covering several sectors. Earlier, he worked at State Street Bank and Bay Bank. Jeff earned a BS from the University of Vermont and an MBA from the University of North Carolina, Chapel Hill. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston. Jeff serves on the board of directors and as a coach for Brookline Youth Hockey. He and his family have been active with programs associated with All Saints Parish in Brookline where he has served on the board; St. Stephen’s Youth Programs in Boston; and My Life My Choice in Boston.

Joseph C. Craigen, CFA

PARTNER AND PORTFOLIO MANAGER

Joe serves as a portfolio manager for GW&K’s Small Cap Growth Strategy and is a member of the firm’s Investment Committee. He is also a research analyst focused on our Small Cap Core and Small/Mid Cap Core Strategies. Joe is a seasoned investor with expertise in a number of industries including extensive experience in Information Technology. Prior to joining GW&K in 2008, Joe held research analyst positions at Citizens Funds and Needham & Company, and was a research associate at Tucker Anthony. Joe received an AB in Economics from Harvard College. He has earned the CFA® designation and is a member of the CFA Institute and the CFA Society Boston.

William Sterling, Ph.D.

GLOBAL STRATEGIST | GW&K INVESTMENT MANAGEMENT

As global strategist, Bill works closely with GW&K analysts and portfolio managers to provide insights and guidance on the global economy and strategy allocations, with a special emphasis on emerging markets. His work focuses on monitoring relative value opportunities across and within global asset classes and seeks to identify anomalies that create opportunities. Bill is a member of our Investment Committee and heads the firm’s Asset Allocation Committee. Before joining GW&K in 2019, Bill was with Trilogy Global Advisors, a global equities firm which he founded in 1999. Bill served as CIO and CEO, and was the chair of Trilogy’s management committee. Trilogy became part of GW&K in 2019. Prior to Trilogy, he was an executive director and global head of equities at Credit Suisse Asset Management (CSAM). Previously, he was a managing director and head of international equities at BEA Associates before the firm was acquired by CSAM. Bill was also head of economic research in Tokyo and later chief international economist at Merrill Lynch. Bill graduated magna cum laude from Carleton College with distinction in economics. He earned a Ph.D. in economics from Harvard University. In graduate school he also became a Fulbright Scholar and spent a year as a visiting scholar at Tokyo University, where he became fluent in Japanese.

Pablo Salas

PARTNER AND PORTFOLIO MANAGER

Pablo is a partner of the firm and is responsible for the management of GW&K’s Emerging Markets Equity Strategy. Pablo has been managing this strategy since its inception in 1997. With over 30 years of experience analyzing emerging market companies through numerous market cycles, Pablo has a valuable perspective and a passion for identifying under-researched and underappreciated businesses that are capable of becoming industry leaders. He is a member of the firm’s Investment Committee. Prior to formally joining GW&K in 2019, Pablo managed the Emerging Markets Equity Strategy at Trilogy Global Advisors, where he was also a partner. Trilogy was formed in 2005, the result of a merger with BPI Global Asset Management, where Pablo was a co-founder. Trilogy became part of GW&K in 2019. Earlier, Pablo was a portfolio manager at STI Capital Management/SunTrust and at Lazard Freres Asset Management. Pablo earned a BS in Business Administration from Indiana University and an MBA from the University of Wisconsin with a major in Finance. He is fluent in Spanish.

Thomas Masi, CFA

PARTNER AND PORTFOLIO MANAGER

Tom is a partner of the firm and is responsible for the management of GW&K’s Emerging Wealth Equity Strategy. With over three decades of experience investing through many market cycles, multiple recessions, elevated and receding oil prices, gulf wars, the technology bubble and implosion, declining inflation, and declining interest rates, Tom has developed a deep appreciation for good businesses and an assessment of what it means to be a best-in-class company. He is a member of the firm’s Investment Committee. Tom joined GW&K from Trilogy Global Advisors, where he launched the Emerging Wealth Equity Strategy and served as partner and co-portfolio manager since the strategy’s inception. Trilogy became part of GW&K in 2019. Throughout his investment career, Tom has evaluated and invested in stocks across every sector. Previously, he was a partner at Dominick and Dominick Advisors, a managing director and senior portfolio manager at SG Cowen Asset Management, and a senior vice president and senior portfolio manager at Kidder Peabody Asset Management. Tom credits each and every work experience throughout his life as valuable learning lessons in understanding and identifying successful businesses. Tom earned a BA in economics from Rutgers University and an MBA in finance from the Rutgers Graduate School of Management. Tom is a CFA® charterholder and a member of the CFA Institute and the CFA Society New York.

Nuno Fernandes, CFA

PARTNER AND PORTFOLIO MANAGER

Nuno is a partner of the firm as well as a portfolio manager for GW&K’s Emerging Wealth Equity Strategy and contributes to the research effort in support of all of the firm’s emerging markets strategies. He has a passion for meeting with company managements, employees, and consumers to uncover emerging market investment opportunities. Learning and appreciating history, and discovering local art and culinary specialties, give him unique insights into finding best in class businesses. Nuno is a member of the firm’s Investment and Diversity Committees. Nuno has been a member of the emerging markets team since 2007. Prior to the team formally joining GW&K in 2019, Nuno had been an analyst and portfolio manager at Trilogy Global Advisors, where he helped to launch the Emerging Wealth Equity Strategy in 2010. Trilogy became part of GW&K in 2019. Prior to Trilogy, Nuno spent nine years as a portfolio manager at Goldman Sachs Asset Management and also spent time working on the sell side analyzing Latin American Financial stocks. Nuno received a BS in Economics from the School of Economics at the University of Porto, Portugal. Nuno is a CFA® charterholder and a member of the CFA Society New York. He is fluent in Portuguese and Spanish.

Bradley J. Miller, CFA

PARTNER AND PORTFOLIO MANAGER

Brad is a partner of the firm as well as a portfolio manager for GW&K’s Emerging Markets Equity Strategy and contributes research, with a focus on the Financials and Industrials sectors, in support of all of the firm’s emerging markets strategies. In addition to applying his extensive experience towards finding attractive investment opportunities, Brad’s role as a portfolio manager includes mentoring analysts on the emerging markets team. Brad is a member of the firm’s Investment Committee. Brad has been an integral member of the emerging markets equity team for more than two decades. Prior to joining GW&K as a portfolio manager in 2019, Brad was an investment analyst and emerging markets portfolio specialist at Trilogy Global Advisors. Trilogy became part of GW&K in 2019. Earlier in his career he held analyst and portfolio manager positions at BPI Global Asset Management and Kornitzer Capital Management. Brad earned a BA in Economics and Management with a specialization in Finance from Simpson College. He also earned an MBA from the University of Iowa. Brad is a CFA® charterholder and a member of the CFA Institute and the CFA Society Orlando.

Aaron C. Clark, CFA

PRINCIPAL, PORTFOLIO MANAGER

Aaron is a portfolio manager for GW&K’s all-cap and dividend-focused strategies and is a member of the firm’s Investment Committee. Overseeing two of GW&K’s original equity strategies, Aaron applies his rigorous fundamental analysis to seek out high quality businesses across the market cap spectrum to help clients meet their personal goals for income and growth. Aaron started in the industry as an analyst and has had portfolio management responsibilities since 1998. Previously, he was a principal and portfolio manager at Tetrem Capital Management with responsibility for U.S. Value and U.S. Dividend mandates as well as a Canadian Dividend Fund. He also managed flagship portfolios at Morgan Stanley Investment Management and Pioneer Investments. His portfolio management experience has been wide ranging. In addition to his focus on dividend strategies throughout his career, Aaron has managed portfolios across the market cap spectrum, both growth and value disciplines, and some mandates that invested outside of the U.S. Aaron received a BA in Economics from Trinity College. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.

Karl M. Kyriss, CFA

PARTNER AND PORTFOLIO MANAGER

Karl is a partner of the firm as well as a portfolio manager on GW&K’s International and Global Small Cap Strategies. He is a sector generalist primarily covering companies across Europe, Canada, and North America. He is a member of the firm’s Investment Committee. Prior to joining GW&K, Karl spent six years as an equity research analyst at GTP LLC and Deutsche Asset Management. There he performed company research across several industries to identify investment ideas for global equity funds. As a senior member of the team he held substantial responsibility for management, research, and client service. Karl began his career in financial services at Morgan Stanley, followed by Merrill Lynch, and held various roles in fixed income sales and trading. Karl received an MBA from the University of Michigan and a BS in Neuroscience from the University of Scranton. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.

Reid T. Galas, CFA

PARTNER AND PORTFOLIO MANAGER

Reid is a partner of the firm and joined GW&K in 2014 to lead the development of our international small cap investment capability, building upon GW&K’s established track record in domestic small cap equity management. Reid is a member of our global equity investment team and manages our International Small Cap and Global Small Cap Strategies. He is also a member of our Investment Committee. Prior to joining GW&K, Reid was a portfolio manager for the small cap sleeve of the Deutsche Global Growth Fund and also served as a senior analyst for Deutsche Global Small Cap Fund. Before transitioning to the investment industry, Reid managed consulting projects at Deloitte that included developing and implementing business solutions for forecasting, new product introductions, manufacturing and distribution processes for domestic and international companies across industries. Reid spent his early career working as a supply chain consultant for two different technology companies. Reid received a BS in Engineering from Cornell University and an MBA from the University of Michigan. He is a CFA® charterholder and a member of the CFA Institute.

Stephen J. Repoff, CFA

PRINCIPAL, PORTFOLIO MANAGER

Stephen is a principal and a portfolio manager for all of GW&K’s taxable fixed income strategies. In this capacity he oversees risk management, portfolio construction and analysis, and taxable bond trading. Stephen also specializes in analyzing and managing GW&K’s preferred stock holdings. He is a member of the firm’s Investment Committee. Prior to joining GW&K in 2013, Stephen worked for Fidelity Investments as a research analyst covering the E&P, Energy Services, and Midstream sectors for the firm’s high yield mutual funds. At Fidelity, Stephen also worked on the high yield trading desk where he focused on levered loans. Prior to that, he was responsible for overseeing the construction, warehousing, and ongoing compliance of Fidelity’s Collateralized Loan Obligations. Stephen graduated magna cum laude from Boston University where he received a BA in Philosophy and a BS in English Education. He received his MSF from Boston College. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society Boston.

Jeffrey O. Whitney, CFA

PARTNER, PORTFOLIO MANAGER

Jeff is a portfolio manager for the GW&K Small Cap Value Strategy and provides research coverage for our other domestic equity strategies. He is a seasoned analyst with extensive experience analyzing companies and identifying investment opportunities in the Financial and Real Estate sectors. Jeff is a member of the firm’s Investment Committee. Through his 20+ years working in investment research, Jeff has gained a broad market perspective covering a wide variety of sectors including Health Care, Technology, Financials, and Real Estate. Prior to joining GW&K, Jeff was an assistant portfolio manager at ING Investment Management and a vice president and equity analyst at J.P. Morgan Fleming Asset Management. He started his investment career working for Dean Witter Intercapital as an investment management associate. Jeff earned a BS in Finance from Central Connecticut State University and an MBA from Vanderbilt University. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.

Insights

U.S. Slows While China Rebounds

May 12th, 2023 | William Sterling, Ph.D.

While U.S. economic data remains mixed because of weak retail sales and an easing labor market, China’s first-quarter GDP beat expectations.

Read Blog

The Looming End of an Era

October 14th, 2022 | William Sterling, Ph.D.

Central banks around the world, including the Federal Reserve, are taking aggressive action to combat inflation in 2022. GW&K’s William Sterling, Ph.D., writes about how some are raising the alarm as recession fears deepen.

Read Blog

Municipal Bond Credit Perspective

GW&K Investment Management’s Sheila May, CFA provides perspective on the Municipal Bond Credit Market

Download Report

Latest Posts

About

Founded

1974

Headquarters

Boston, MA

Affiliat Since

2008

About

AMG Products from this firm

MBGVX

GW&K Core Bond ESG Fund

TLEVX

GW&K Emerging Markets Equity Fund

TYWVX

GW&K Emerging Wealth Equity Fund

MFDAX

GW&K Enhanced Core Bond ESG Fund

MGBIX

GW&K ESG Bond Fund

MBEAX

GW&K Global Allocation Fund

MGGBX

GW&K High Income Fund

MECAX

GW&K International Small Cap Fund

GWMTX

GW&K Municipal Bond Fund

GWMNX

GW&K Municipal Enhanced Yield Fund

ACWIX

GW&K Small/Mid Cap Growth Fund

GWETX

GW&K Small Cap Core Fund

SKSEX

GW&K Small Cap Value Fund

GWGIX

GW&K Small/Mid Cap Core Fund

MESHX

GW&K Municipal Enhanced SMA Shares

Founded

1974

Headquarters

Boston, MA

Affiliate Since

2008

Approach & Philosophy

Philosophy and Approach

Portfolio Managers

Portfolio Managers

Nancy G. Angell, CFA

John B. Fox, CFA

Martin R. Tourigny, CFA

Brian T. Moreland, CFA

Kara M. South, CFA

Mary F. Kane, CFA

Daniel L. Miller, CFA

Jeffrey W. Thibault, CFA

Joseph C. Craigen, CFA

William Sterling, Ph.D.

Pablo Salas

Thomas Masi, CFA

Nuno Fernandes, CFA

Bradley J. Miller, CFA

Aaron C. Clark, CFA

Karl M. Kyriss, CFA

Reid T. Galas, CFA

Stephen J. Repoff, CFA

Jeffrey O. Whitney, CFA

Nancy G. Angell, CFA

John B. Fox, CFA

Martin R. Tourigny, CFA

Brian T. Moreland, CFA

Kara M. South, CFA

Mary F. Kane, CFA

Daniel L. Miller, CFA

Jeffrey W. Thibault, CFA

Joseph C. Craigen, CFA

William Sterling, Ph.D.

Pablo Salas