GANNETT WELSH & KOTLER Overview

Gannett Welsh & Kotler is an investment advisor that manages 22.8 BN dollars in regulatory AUM and has 108 employees, of which 34 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 23% of the manager's regulatory AUM.

GANNETT WELSH & KOTLER StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GANNETT WELSH & KOTLER Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MKTX 2.17% Financials -2.06% -0.36% 2 5%
TYL 1.72% Tech -16.67% -0.25% 2 7%
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GANNETT WELSH & KOTLER Founders and Key Employees

Name Title In Position Since
Harold G. Kotler Chief Executive Officer March-1975
Thomas W. Roberts Iii Co-President & Chief Compliance Officer October-2006
Thomas F. Powers Co-President October-2006

GANNETT WELSH & KOTLER Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

GANNETT WELSH & KOTLER Investment Strategy

Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss
Strategy Overview

GW&K is a discretionary asset management firm specializing in Fixed Income and Equity strategies. GW&K clients generally invest in one or more of our Municipal Bond, Taxable Bond, or Equity strategies.

Municipal Bond Strategies

• Municipal Enhanced Yield: This long-term municipal bond approach emphasizes fundamental research with a goal to produce high after-tax income. It is appropriate for total return-oriented clients with a greater tolerance for principal volatility.

• Municipal Bond: This strategy emphasizes bottom-up research with a goal of producing high after-tax returns while preserving and enhancing capital. The strategy focuses on bonds within the investment grade spectrum that offer yield enhancing opportunities.

• Five-Year Municipal Bond: This strategy seeks to preserve and enhance capital, while protecting income stream b...
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GANNETT WELSH & KOTLER Portfolio Concentration

GANNETT WELSH & KOTLER Location

222 BERKELEY STREET
15TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116

GANNETT WELSH & KOTLER Contact Information

Phone Number: 617-236-8900
Fax Number: 617-236-1815
Website:

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