GW&K Investment Management, LLC
GW&K Investment Management, LLC is a Boston-based investment management firm founded in 1974. The firm employs approximately 180 individuals and manages about $55 billion in assets as of December 31, 2024. GW&K provides active equity and fixed income investment solutions, specializing in municipal bonds, taxable bonds, equity, and multi-asset strategies. The firm serves a diverse client base including institutional investors, financial advisors, private wealth clients, pension plans, endowments, foundations, corporations, private funds, mutual funds, UCITS funds, collective trusts, and ETFs. GW&K operates as an independent entity with a majority equity interest held by Affiliated Managers Group, Inc. (AMG).
Investment Strategy
GW&K specializes in research-driven, active investment management focused on municipal and taxable bonds, equities, and multi-asset portfolios. The firm primarily employs fundamental analysis to evaluate investment opportunities and customizes solutions to client investment objectives. GW&K tailors its strategies to the unique needs of each client and may modify its investment process to accommodate specific restrictions and guidelines. For private wealth clients, the firm offers individualized wealth advisory services including financial planning, asset allocation, and consultation on lifestyle and wealth transfer planning. GW&K emphasizes long-term, risk-aware portfolio construction and disciplined fundamental research across its strategies.
Top Holdings
Equity Positions (976)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MTSI | MACOM TECHNOLOGY SOLUTIONS H | 1.57% | $175.4M | 1,223,997 | $52.71 | $143.29 | +$47.4M |
R RBC | RBC BEARINGS INC | 1.46% | $163.3M | 424,383 | $107.84 | $384.80 | +$15.1M |
A AVGO | BROADCOM INC | 1.41% | $157.7M | 572,079 | $43.61 | $275.65 | +$61.8M |
M MSFT | MICROSOFT CORP | 1.37% | $153.4M | 308,349 | $185.97 | $497.41 | +$35.4M |
T TXRH | TEXAS ROADHOUSE INC | 1.25% | $139.7M | 745,202 | $49.26 | $187.41 | -$6.4M |