GANNETT WELSH & KOTLER

GANNETT WELSH & KOTLER

GANNETT WELSH & KOTLER
Last update 2021-05-11 387 Stocks (27 new)
Value $10.86 Bil Turnover 11 %
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GANNETT WELSH & KOTLER Profile

Gannett Welsh & Kotler is an investment management firm based out of Boston, Massachusetts. The company was established in 1974 and has expanded from its inception to now have locations in Atlanta, Chicago, and San Francisco. Gannett Welsh & Kotler LLC is now known as GW&K Investment Management, LLC and currently operates as a subsidiary of Affiliated Managers Group Inc. GW&K Investment Management, LLC is headed by CEO and CIO Harold Gilbert Kotler and has grown to 108 employees of which 34 are investment professionals. The company conducts its research internally and utilizes a fundamental methodology with a bottom up investment approach. GW&K Investment Management invests in the fixed income and public equity markets of the U.S., focusing on the value stocks of small and mid-cap companies. The company manages a variety of equity and fixed income portfolios and benchmarks its performance against the Russell 2000 Value Index. GW&K Investment Management invests most heavily in the finance sector, which alone makes up over a fifth of its total asset allocations, and also invests in the information technology, industrials, consumer discretionary, and health care sectors, among others to a lesser degree, in order of decreasing sector allocations. The company holds over $22.8 billion in total assets under management spread across over 25,500 accounts, all of which are discretionary. Both of its total number of accounts held and total assets under management have been increasing proportionally in recent years with its total managed assets growing significantly from $7.5 billion back in 2010 to over 3 times that amount today. GW&K Investment Management mainly caters to high net worth individuals, which alone makes up over two thirds of its client bae and also provides to a variety of other clientele. The company currently offers its Small Cap Core, Small Cap Growth, Core Bond, Enhanced Core Bond, Municipal Bond, and Municipal Enhanced Yield mutual funds.

GANNETT WELSH & KOTLER Investing Philosophy

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