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 03/31/21. The fund's latest filing disclosed 11BN in positions, representing 48% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 11BN in positions, representing 48% of the manager's regulatory AUM.
GANNETT WELSH & KOTLER StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GANNETT WELSH & KOTLER Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| LAD | 1.65% | Cons. Disc. | -6.33% | -0.28% | 1 | 0% | ||
| TXRH | 1.2% | Cons. Disc. | -7.12% | -0.2% | 2 | 0% | ||
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FEATURED IN
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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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
15TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02116
GANNETT WELSH & KOTLER Contact Information
Phone Number: 617-236-8900
Fax Number: 617-236-1815
Website: http://www.gwkinvest.com
Fax Number: 617-236-1815
Website: http://www.gwkinvest.com
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