Fund Overview

Fund Overview

Share Class

N

NAV | as of 08/11/2022

$9.46
-$0.05 (-0.53%)

Morningstar | Style Box

L M E H M L

Overall Morningstar Rating


Rated against 568 Intermediate Core-Plus Bond funds as of 07/31/2022

View Morningstar Details

Growth of $10,000 (Hypothetical)

Since Inception 01/02/1997 to 06/30/2022 = $32,351.55

  • 3YR
  • 5YR
  • 10YR
  • INCEP.
INCEP.
  • 3YR
  • 5YR
  • 10YR
  • INCEP.

The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown.

Objective

The Fund seeks to generate income and capital appreciation by primarily investing in a diversified portfolio of fixed income securities.

Why Consider

  • Provides investors with exposure to a diversified portfolio of fixed income securities
  • Invests in companies that GW&K believes are leaders in effectively addressing exposure to ESG risks through robust business practices, policies and programs or companies that have more limited exposure to ESG risks.
  • The Fund employs a multi-sector approach designed to take advantage of the relative valuations among distinct bond sectors and provide greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments

Mary F. Kane, CFA

PARTNER AND PORTFOLIO MANAGER

Stephen J. Repoff, CFA

PRINCIPAL, PORTFOLIO MANAGER

Performance

Performance

Read Important Investment Disclosures

Returns

Trailing Returns

The performance data shown represents past performance. Past performance is not a guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment return and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. For performance information through the most recent month end please call 800.835.3879. From time to time, the advisor has waived fees or reimbursed expenses, which may have resulted in higher returns. The listed returns and yields of the Fund are net of expenses, and the returns and yields of the indices exclude expenses. For time periods where the fund inception date preceded the benchmark, the benchmark data will not be shown. Returns for periods less than one year are not annualized.

Expense Ratios

  • Gross Expense Ratio: 0.93%
  • Net Expense Ratio: 0.73%
  • Expense Cap Expiration Date: 05/01/2023

Distributions & Pricing

Distributions

Calendar Year Distributions

Ex-Date Total Distribution Income Short-term Cap Gains Long-term Cap Gains
Jul 27, 2022 $0.016800 $0.016800
Jun 28, 2022 $0.016300 $0.016300
May 26, 2022 $0.015000 $0.015000
Apr 27, 2022 $0.011900 $0.011900
Mar 29, 2022 $0.012100 $0.012100
Feb 24, 2022 $0.010500 $0.010500
Jan 27, 2022 $0.010600 $0.010600
Dec 15, 2021 $0.017400 $0.017400
Nov 26, 2021 $0.011300 $0.011300
Oct 27, 2021 $0.010500 $0.010500
Sep 28, 2021 $0.011200 $0.011200
Aug 27, 2021 $0.012200 $0.012200
Jul 28, 2021 $0.012700 $0.012700
Jun 28, 2021 $0.012600 $0.012600
May 26, 2021 $0.012000 $0.012000
Apr 28, 2021 $0.012100 $0.012100
Mar 29, 2021 $0.013100 $0.013100
Feb 24, 2021 $0.012600 $0.012600
Jan 27, 2021 $0.015200 $0.015200
Dec 16, 2020 $0.013000 $0.013000
Nov 25, 2020 $0.013900 $0.013900
Oct 28, 2020 $0.014900 $0.014900
Sep 28, 2020 $0.014600 $0.014600
Aug 27, 2020 $0.015000 $0.015000
Jul 29, 2020 $0.014500 $0.014500
Jun 26, 2020 $0.017400 $0.017400
May 27, 2020 $0.017900 $0.017900
Apr 28, 2020 $0.017000 $0.017000
Mar 27, 2020 $0.019500 $0.019500
Feb 26, 2020 $0.018600 $0.018600
Jan 29, 2020 $0.019700 $0.019700
Dec 16, 2019 $0.023700 $0.023700
Nov 26, 2019 $0.017900 $0.017900
Oct 29, 2019 $0.017900 $0.017900
Sep 26, 2019 $0.018900 $0.018900
Aug 28, 2019 $0.020000 $0.020000
Jul 29, 2019 $0.021400 $0.021400
Jun 26, 2019 $0.021000 $0.021000
May 29, 2019 $0.021900 $0.021900
Apr 26, 2019 $0.022000 $0.022000
Mar 27, 2019 $0.022500 $0.022500
Feb 26, 2019 $0.020700 $0.020700
Jan 29, 2019 $0.020000 $0.020000
Dec 27, 2018 $0.022700 $0.022700
Nov 28, 2018 $0.019600 $0.019600
Oct 29, 2018 $0.020500 $0.020500
Sep 26, 2018 $0.019500 $0.019500
Aug 29, 2018 $0.019600 $0.019600
Jul 27, 2018 $0.021000 $0.021000
Jun 27, 2018 $0.019500 $0.019500
May 29, 2018 $0.019500 $0.019500
Apr 26, 2018 $0.017500 $0.017500
Mar 27, 2018 $0.019400 $0.019400
Feb 26, 2018 $0.018200 $0.018200
Jan 29, 2018 $0.016900 $0.016900
Dec 27, 2017 $0.021000 $0.021000
Nov 27, 2017 $0.017900 $0.017900
Oct 26, 2017 $0.017900 $0.017900
Sep 26, 2017 $0.017900 $0.017900
Aug 28, 2017 $0.017900 $0.017900
Jul 26, 2017 $0.017900 $0.017900
Jun 27, 2017 $0.019400 $0.019400
May 25, 2017 $0.019400 $0.019400
Apr 25, 2017 $0.020000 $0.020000
Mar 28, 2017 $0.019900 $0.019900
Feb 23, 2017 $0.014600 $0.014600
Jan 26, 2017 $0.016900 $0.016900
Dec 27, 2016 $0.020000 $0.020000
Nov 25, 2016 $0.019900 $0.019900
Oct 26, 2016 $0.017800 $0.017800
Sep 27, 2016 $0.017900 $0.017900
Aug 26, 2016 $0.019800 $0.019800
Jul 26, 2016 $0.019800 $0.019800
Jun 27, 2016 $0.017900 $0.017900
May 25, 2016 $0.017900 $0.017900
Apr 26, 2016 $0.017900 $0.017900
Mar 28, 2016 $0.017900 $0.017900
Feb 24, 2016 $0.018100 $0.018100
Jan 26, 2016 $0.019000 $0.019000
Dec 28, 2015 $0.024600 $0.024600
Nov 24, 2015 $0.022900 $0.022900
Oct 27, 2015 $0.021900 $0.021900
Sep 25, 2015 $0.021900 $0.021900
Aug 26, 2015 $0.023700 $0.023700
Jul 28, 2015 $0.023800 $0.023800
Jun 25, 2015 $0.025400 $0.025400
May 26, 2015 $0.023800 $0.023800
Apr 27, 2015 $0.025100 $0.025100
Mar 26, 2015 $0.026300 $0.026300
Feb 24, 2015 $0.026500 $0.026500
Jan 27, 2015 $0.024300 $0.024300
Dec 26, 2014 $0.024600 $0.024600
Nov 24, 2014 $0.024400 $0.024400
Oct 28, 2014 $0.024600 $0.024600
Sep 25, 2014 $0.024300 $0.024300
Aug 26, 2014 $0.024100 $0.024100
Jul 28, 2014 $0.023400 $0.023400
Jun 25, 2014 $0.022900 $0.022900
May 27, 2014 $0.024800 $0.024800
Apr 25, 2014 $0.025900 $0.025900
Mar 26, 2014 $0.025300 $0.025300
Feb 25, 2014 $0.025200 $0.025200
Jan 28, 2014 $0.022800 $0.022800
Dec 26, 2013 $1.084100 $0.036100 $0.048500 $0.999500
Nov 25, 2013 $0.026200 $0.026200
Oct 28, 2013 $0.022600 $0.022600
Sep 25, 2013 $0.016200 $0.016200
Aug 27, 2013 $0.015200 $0.015200
Jul 26, 2013 $0.014700 $0.014700
Jun 25, 2013 $0.015400 $0.015400
May 28, 2013 $0.022600 $0.022600
Apr 25, 2013 $0.017600 $0.017600
Mar 25, 2013 $0.020100 $0.020100
Feb 25, 2013 $0.017800 $0.017800
Jan 28, 2013 $0.037600 $0.037600
Dec 26, 2012 $0.156800 $0.047500 $0.001400 $0.107900
Nov 27, 2012 $0.032600 $0.032600
Oct 26, 2012 $0.036000 $0.036000
Sep 25, 2012 $0.036100 $0.036100
Aug 28, 2012 $0.040100 $0.040100
Jul 26, 2012 $0.036100 $0.036100
Jun 26, 2012 $0.042700 $0.042700
May 25, 2012 $0.055100 $0.055100
Apr 25, 2012 $0.035200 $0.035200
Mar 27, 2012 $0.032600 $0.032600
Feb 24, 2012 $0.041200 $0.041200
Jan 26, 2012 $0.040200 $0.040200
Dec 27, 2011 $0.244200 $0.069400 $0.174800
Nov 25, 2011 $0.055200 $0.055200
Oct 26, 2011 $0.037700 $0.037700
Sep 27, 2011 $0.028300 $0.028300
Aug 26, 2011 $0.037600 $0.037600
Jul 26, 2011 $0.037600 $0.037600
Jun 27, 2011 $0.037600 $0.037600
May 25, 2011 $0.040100 $0.040100
Apr 26, 2011 $0.038300 $0.038300
Mar 28, 2011 $0.040100 $0.040100
Feb 23, 2011 $0.040400 $0.040400
Jan 26, 2011 $0.042600 $0.042600
Dec 28, 2010 $0.052800 $0.052800
Nov 24, 2010 $0.036600 $0.036600
Oct 26, 2010 $0.036100 $0.036100
Sep 27, 2010 $0.036200 $0.036200
Aug 26, 2010 $0.036200 $0.036200
Jul 27, 2010 $0.038200 $0.038200
Jun 25, 2010 $0.036300 $0.036300
May 25, 2010 $0.037700 $0.037700
Apr 27, 2010 $0.037800 $0.037800
Mar 26, 2010 $0.037700 $0.037700
Feb 23, 2010 $0.038000 $0.038000
Jan 26, 2010 $0.037800 $0.037800
Dec 28, 2009 $0.042600 $0.042600
Nov 24, 2009 $0.042900 $0.042900
Oct 27, 2009 $0.042800 $0.042800
Sep 25, 2009 $0.037900 $0.037900
Aug 26, 2009 $0.032900 $0.032900
Jul 28, 2009 $0.048100 $0.048100
Jun 25, 2009 $0.048100 $0.048100
May 26, 2009 $0.053100 $0.053100
Apr 27, 2009 $0.048200 $0.048200
Mar 26, 2009 $0.033200 $0.033200
Feb 24, 2009 $0.030800 $0.030800
Jan 27, 2009 $0.048100 $0.048100
Dec 26, 2008 $0.046700 $0.046700
Nov 24, 2008 $0.050800 $0.050800
Oct 28, 2008 $0.038100 $0.038100
Sep 25, 2008 $0.048000 $0.048000
Aug 26, 2008 $0.050400 $0.050400
Jul 28, 2008 $0.047900 $0.047900
Jun 25, 2008 $0.047900 $0.047900
May 27, 2008 $0.034300 $0.034300
Apr 25, 2008 $0.047800 $0.047800
Mar 26, 2008 $0.042800 $0.042800
Feb 26, 2008 $0.038000 $0.038000
Jan 28, 2008 $0.047800 $0.047800
Dec 26, 2007 $0.068100 $0.068100
Nov 27, 2007 $0.052800 $0.052800
Oct 26, 2007 $0.047800 $0.047800
Sep 25, 2007 $0.047900 $0.047900
Aug 28, 2007 $0.047800 $0.047800
Jul 26, 2007 $0.042800 $0.042800
Jun 26, 2007 $0.043000 $0.043000
May 25, 2007 $0.048800 $0.048800
Apr 25, 2007 $0.047900 $0.047900
Mar 27, 2007 $0.042800 $0.042800
Feb 23, 2007 $0.043000 $0.043000
Jan 26, 2007 $0.042600 $0.042600
Dec 26, 2006 $0.052800 $0.052800
Nov 27, 2006 $0.042900 $0.042900
Oct 26, 2006 $0.047800 $0.047800
Sep 26, 2006 $0.042900 $0.042900
Aug 28, 2006 $0.047800 $0.047800
Jul 26, 2006 $0.044000 $0.044000
Jun 27, 2006 $0.042900 $0.042900
May 25, 2006 $0.041900 $0.041900
Apr 25, 2006 $0.039900 $0.039900
Mar 28, 2006 $0.040800 $0.040800
Feb 23, 2006 $0.038000 $0.038000
Jan 26, 2006 $0.037800 $0.037800
Dec 27, 2005 $0.069000 $0.069000
Nov 25, 2005 $0.047900 $0.047900
Oct 26, 2005 $0.047800 $0.047800
Sep 27, 2005 $0.047800 $0.047800
Aug 26, 2005 $0.044300 $0.044300
Jul 26, 2005 $0.042800 $0.042800
Jun 27, 2005 $0.037800 $0.037800
May 25, 2005 $0.041800 $0.041800
Apr 26, 2005 $0.045200 $0.045200
Mar 28, 2005 $0.045000 $0.045000
Feb 23, 2005 $0.036000 $0.036000
Jan 26, 2005 $0.031000 $0.031000
Dec 28, 2004 $0.056000 $0.056000
Nov 24, 2004 $0.040000 $0.040000
Oct 26, 2004 $0.041000 $0.041000
Sep 27, 2004 $0.036000 $0.036000
Aug 26, 2004 $0.042000 $0.042000
Jul 27, 2004 $0.043000 $0.043000
Jun 25, 2004 $0.040000 $0.040000
May 25, 2004 $0.039000 $0.039000
Apr 27, 2004 $0.035000 $0.035000
Mar 30, 2004 $0.048300 $0.048300
Feb 26, 2004 $0.040200 $0.040200
Jan 29, 2004 $0.037200 $0.037200
Dec 19, 2003 $0.046300 $0.046300
Nov 26, 2003 $0.037500 $0.037500
Oct 30, 2003 $0.043200 $0.043200
Sep 29, 2003 $0.044900 $0.044900
Aug 28, 2003 $0.043600 $0.043600
Jul 30, 2003 $0.046100 $0.046100
Jun 27, 2003 $0.039800 $0.039800
May 29, 2003 $0.041100 $0.041100
Apr 29, 2003 $0.044700 $0.044700
Mar 28, 2003 $0.056000 $0.056000
Feb 27, 2003 $0.047300 $0.047300
Jan 30, 2003 $0.048500 $0.048500
Dec 20, 2002 $0.043100 $0.043100
Nov 27, 2002 $0.046700 $0.046700
Oct 30, 2002 $0.055800 $0.055800
Sep 27, 2002 $0.049400 $0.049400
Aug 29, 2002 $0.049300 $0.049300
Jul 30, 2002 $0.053800 $0.053800
Jun 27, 2002 $0.045200 $0.045200
May 30, 2002 $0.051900 $0.051900
Apr 29, 2002 $0.053200 $0.053200
Mar 27, 2002 $0.043100 $0.043100
Feb 27, 2002 $0.052600 $0.052600
Jan 30, 2002 $0.041400 $0.041400
Dec 20, 2001 $0.136700 $0.037600 $0.099100
Nov 29, 2001 $0.043100 $0.043100
Oct 30, 2001 $0.047100 $0.047100
Sep 27, 2001 $0.041400 $0.041400
Aug 30, 2001 $0.044500 $0.044500
Jul 30, 2001 $0.047300 $0.047300
Jun 28, 2001 $0.042400 $0.042400
May 30, 2001 $0.053400 $0.053400
Apr 27, 2001 $0.045300 $0.045300
Mar 29, 2001 $0.048500 $0.048500
Feb 27, 2001 $0.045100 $0.045100
Jan 30, 2001 $0.052800 $0.052800
Dec 21, 2000 $0.051300 $0.051300
Nov 29, 2000 $0.049500 $0.049500
Oct 30, 2000 $0.051700 $0.051700
Sep 28, 2000 $0.046300 $0.046300
Aug 30, 2000 $0.058700 $0.058700
Jul 28, 2000 $0.049000 $0.049000
Jun 29, 2000 $0.053300 $0.053300
May 30, 2000 $0.055100 $0.055100
Apr 27, 2000 $0.046600 $0.046600
Mar 30, 2000 $0.054300 $0.054300
Feb 28, 2000 $0.053400 $0.053400
Jan 28, 2000 $0.044000 $0.044000
Dec 30, 1999 $0.055200 $0.055200
Nov 29, 1999 $0.051600 $0.051600
Oct 29, 1999 $0.047600 $0.047600
Sep 29, 1999 $0.053800 $0.053800
Aug 30, 1999 $0.052600 $0.052600
Jul 29, 1999 $0.040400 $0.040400
Jun 30, 1999 $0.075900 $0.050700 $0.025200
May 28, 1999 $0.040400 $0.040400
Apr 30, 1999 $0.041000 $0.041000
Mar 31, 1999 $0.045000 $0.045000
Feb 26, 1999 $0.038000 $0.038000
Jan 29, 1999 $0.040000 $0.040000
Dec 31, 1998 $0.130000 $0.130000
Nov 30, 1998 $0.045000 $0.045000
Oct 30, 1998 $0.045000 $0.045000
Sep 30, 1998 $0.050000 $0.050000
Aug 31, 1998 $0.050000 $0.050000
Jul 31, 1998 $0.050000 $0.050000
Jun 30, 1998 $0.050000 $0.050000
May 29, 1998 $0.040000 $0.040000
Apr 30, 1998 $0.060000 $0.060000
Mar 31, 1998 $0.048000 $0.048000
Feb 27, 1998 $0.048000 $0.048000
Jan 30, 1998 $0.053000 $0.053000
Dec 31, 1997 $0.195000 $0.195000
Nov 28, 1997 $0.043000 $0.043000
Oct 31, 1997 $0.060000 $0.060000
Sep 30, 1997 $0.035000 $0.035000
Aug 29, 1997 $0.050000 $0.050000
Jul 31, 1997 $0.055000 $0.055000
Jun 30, 1997 $0.035000 $0.035000
May 30, 1997 $0.050000 $0.050000
Apr 30, 1997 $0.060000 $0.060000
Mar 31, 1997 $0.050000 $0.050000
Feb 28, 1997 $0.050000 $0.050000
Jan 31, 1997 $0.030000 $0.030000

Risk & Return Stats

As of: 07/31/2022

3YR 5YR 10YR
Alpha
Alpha is a measure of performance on a risk-adjusted basis. Alpha takes the volatility (price risk) of a security or mutual fund and compares its risk-adjusted performance to a benchmark index. The excess return of the security or fund relative to the return of the benchmark index is a fund's alpha.
0.45 0.16 0.20
Standard Deviation
Standard Deviation is a measure of the dispersion of a set of data from its mean. The more spread apart the data, the higher the deviation. Standard deviation is calculated as the square root of variance.
5.73 4.82 4.12
Sharpe Ratio
Sharpe Ratio is a risk-adjusted measure developed by William Sharpe. It is calculated using standard deviation and excess return to determine reward per unit of risk. First, the average monthly return of the 90-day Treasury bill (over a 36-month period) is subtracted from the portfolio's average monthly return. The difference in total return represents the portfolio's excess return beyond that of the 90-day Treasury bill, a risk-free investment. An arithmetic annualized excess return is then calculated by multiplying this monthly return by 12. To show a relationship between excess return and risk, this number is then divided by the standard deviation of the portfolio's annualized excess returns. The higher the Sharpe ratio, the better the portfolio's historical risk-adjusted performance.
-0.07 0.09 0.30
Upside Capture Ratio (%)
Upside Capture Ratio (%) is a measure of a manager's performance in up markets relative to a particular benchmark. An up market is one in which the market's quarterly (or monthly) return is greater than or equal to zero. For example, a ratio of 50% means that the portfolio's value increased half as much as its benchmark index during up markets.
123.08 112.75 113.02
Downside Capture Ratio (%)
Downside Capture Ratio (%) measures a manager's performance in down markets relative to a particular benchmark. A down market is one in which the market's quarterly (or monthly) return is less than zero. For example, a ratio of 50% means that the portfolio's value fell half as much as its benchmark index during down markets.
112.50 107.86 106.49
Beta
Beta measures the relationship between the portfolio's excess return over T-bills (representing a risk-free rate) relative to the excess return of the portfolio's benchmark. A low beta does not imply that the portfolio has a low level of volatility; rather, a low beta means that the portfolio's market-related risk is low. Beta is often referred to as systematic risk.
1.12 1.07 1.03
R-Squared
R-Squared ranges from 0 to 100 and reflects the percentage of a portfolio's movements that are explained by movements in its benchmark index. A portfolio with an R-squared of 100 means that all movement is completely explained by benchmark index movement. Thus, a portfolio that invests only in S&P 500 stocks will have an R-squared very close to 100. Conversely, a low R-squared indicates that very little of the portfolio's movement is explained by benchmark movement. An R-squared measure of 35, for example, means that movements in its benchmark index can explain only 35% of the portfolio's movements. R-squared is used to ascertain the significance of a particular beta or alpha and generally a higher R-squared will indicate more useful alpha and beta figures.
85.31 84.89 78.28
Tracking Error (%)
Tracking Error (%) , which is often referred to as the active risk of the portfolio, measures how closely a manager's returns track the returns of a benchmark index. Specifically, tracking error measures the standard deviation of the excess returns a portfolio generates compared to its benchmark. This gives an indication of the volatility of a portfolio versus its benchmark. If a manager tracks a benchmark closely, then tracking error will be low. If a manager tracks a benchmark perfectly, then tracking error will be zero.
2.27 1.90 1.92
View All Characteristics & Stats

Portfolio & Holdings

Portfolio & Holdings

Top Holdings (Fixed)

As of: 06/30/2022

United States Treasury Note/Bond Fixed 4.10%
United States Treasury Note/Bond Fixed 2.01%
United States Treasury Note/Bond Fixed 1.91%
Fannie Mae Pool AU6743 Fixed 1.88%
United States Treasury Note/Bond Fixed 1.81%
Fannie Mae Pool FM9679 Fixed 1.78%
United States Treasury Note/Bond Fixed 1.76%
State Of California Fixed 1.64%
Fannie Mae Pool FM3229 Fixed 1.64%
Freddie Mac Pool RA4919 Fixed 1.61%
% in Top 10 Holdings 20.12%
View Holding Details Read Important Investment Disclosures

Sector Allocation (Fixed)

As of: 06/30/2022

View Allocation Details

Investment Approach

Investment Approach

GW&K Enhanced Core Bond ESG Fund

GW&K believes that a multi-sector approach takes advantage of the relative valuations among distinct bond sectors and provides greater opportunities to generate income and capital appreciation, while helping to manage risk in changing economic environments. The Fund invests in a diversified portfolio of fixed income securities. When deciding which securities to buy or sell, typically, GW&K:

  • Incorporates ESG factors among many other fundamental, technical and valuation factors
  • Seeks companies that maintain sustainable competitive advantages and expect to benefit from emerging cyclical or secular drivers
  • Seeks to identify companies that are undervalued due to temporary or discrete events
  • Identifies companies that it believes are leaders in effectively addressing exposure to ESG risks through robust business practices, policies and programs or companies that have more limited exposure to ESG risks.
  • Uses top-down research that focuses on managing: duration, yield curve, credit quality, volatility and liquidity
  • Uses bottom-up research that focuses on: fundamental analysis, valuation analysis and technical analysis

The Rising Tide of ESG Investing

ESG investing, once considered an outlier, has moved to a mainstay of the investment management industry.

Read Blog

Equity Style Analysis: Growth vs. Value

Growth stocks have outperformed value stocks recently testing investor's patience to stay diversified. Although it is nearly impossible to predict when and to what extent growth and value performance trends will reverse themselves, historically they have. Rather than try to predict future trends, investors should consider remaining diversified over the long term.

Read Full Perspective

About

Background

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.

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Founded

1974


Headquarters

Boston, MA


Affiliate Since

2008

Discover how the boutique advantage helps generate alpha.

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