GW&K Investment Management

About

About

GW&K is a dynamic investment management firm that offers 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 Funds From This Firm

MBGVX

GW&K Core Bond Fund

The Fund seeks to generate income and capital appreciation while helping to manage risk.

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MFDAX

GW&K Enhanced Core Bond Fund

The Fund seeks to achieve the highest level of income, as is consistent with the preservation of capital by primarily investing in a diversified portfolio of fixed income securities.

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GWMTX

GW&K Municipal Bond Fund

The Fund seeks to provide current income, exempt from federal income tax, and capital preservation by primarily investing in a portfolio of high-quality municipal bonds.

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GWMNX

GW&K Municipal Enhanced Yield Fund

The Fund seeks to provide a high level of current income that is exempt from federal income taxes by primarily investing in municipal bonds.

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GWETX

GW&K Small Cap Core Fund

The Fund seeks to provide long-term capital appreciation by primarily investing in U.S. small cap stocks.

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GWGIX

GW&K Small/Mid Cap Fund

The Fund seeks to provide long-term capital appreciation by primarily investing in small to mid cap stocks exhibiting growth and value characteristics.

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ATASX

GW&K U.S. Small Cap Growth Fund

The Fund seeks to provide long-term capital appreciation by primarily investing in U.S. small cap, growth-oriented stocks.

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Approach & Philosophy

Our Philosophy

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.

Fund Managers

Fund Managers

Nancy C. Angell, CFA

Nancy C. Angell, CFA

Co-Director of Fixed Income

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John B. Fox, CFA

John B. Fox, CFA

Co-Director of Fixed Income

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Martin R. Tourigny, CFA

Martin R. Tourigny, CFA

Partner

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Brian T. Moreland, CFA

Brian T. Moreland, CFA

Partner

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Mary F. Kane, CFA

Mary F. Kane, CFA

Partner and Portfolio Manager

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Daniel L. Miller, CFA

Daniel L. Miller, CFA

Partner, Director of Equities

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Jeffrey W. Thibault, CFA

Jeffrey W. Thibault, CFA

Partner

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Joseph C. Craigen, CFA

Joseph C. Craigen, CFA

Principal

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Insights

Insights

Shielding Retirement Assets From Taxes

The impact for retirees and their heirs
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GW&K Economic Quarterly Review

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How Much Do You Need to Retire?

Uncertainty over the future of Social Security, longer life expectancy, and inflation all factor into how much income you’ll need in retirement. Your annual retirement income requirement has the potential to be significantly higher than what you anticipate.
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