Emerging Markets equity

GW&K’s Emerging Markets strategy was developed in the mid 1990’s and Pablo Salas has served as the lead Portfolio Manager since that time during his tenure at predecessor firms including Trilogy Global Advisors.  We follow a consistent bottom-up, growth-oriented investment process based on the belief that future earnings growth is a key determinant of potential long-term equity returns. Our research discipline focuses on identifying companies that we believe have with a high level of sustainable earnings power or the near-term potential to achieve such earnings power. Accordingly, our portfolios typically contain a mix of both traditional growth companies and early stage growth companies. Our overall goal is to provide above benchmark returns at a moderate level of risk.


OUR TEAM

Left to right:  Vasu Kasibhotla , Analyst,  Pablo Salas , Portfolio Manager,  Siva Natarajan , Analyst,  Brad Miller , Portfolio Manager,  Sunil Parthasarathy , Analyst,  Matt Clemmer , Analyst

Left to right: Vasu Kasibhotla, Analyst, Pablo Salas, Portfolio Manager, Siva Natarajan, Analyst, Brad Miller, Portfolio Manager, Sunil Parthasarathy, Analyst, Matt Clemmer, Analyst

Left:  Pablo Salas  Right:  Brad Miller

Left: Pablo Salas Right: Brad Miller

Pablo Salas, Portfolio Manager

Industry Experience: 32 years

Pablo Salas serves as lead portfolio manager for GW&K’s Emerging Market Equity Strategy. He joined GW&K Investment Management from Trilogy Global Advisors.  Trilogy Global Advisors was formed in 2005, the result of a merger with BPI Global Asset Management, LLP, where Pablo was a co-founder. Prior to BPI, Pablo was a Director and Senior Portfolio Manager in the International Portfolio Management and Research area at STI Capital Management/Sun Trust, Inc., where he launched the Emerging Markets Equity Portfolio. Previously, he was a Portfolio Manager in the International Equities area at Lazard Freres Asset Management where he launched an Emerging Markets Portfolio. Pablo also held positions at the Principal Financial Group/Invista Capital Management and NationsBank. He earned a BS in business administration from Indiana University and earned an MBA from the University of Wisconsin with a major in Finance. He is fluent in Spanish.
 

Brad Miller,  Portfolio Manager

Industry Experience: 24 years

Brad Miller serves as co-portfolio manager for GW&K’s Emerging Markets Equity Strategy.  Brad is also responsible for discovering and analyzing companies primarily within the Financial, Industrial and Consumer Discretionary sectors. Prior to joining GW&K, Brad worked closely with the Emerging Markets Equity Strategy during his time as an Investment Analyst and Emerging Markets Portfolio Specialist at Trilogy Global Advisors.  Trilogy was formed in 2005, the result of a merger with BPI Global Asset Management, where Brad also gained equity research experience as an Investment Analyst.  Prior to BPI, Brad was a portfolio manager focusing on international developed markets with Kornitzer Capital Management. Brad also worked at the State of Iowa Treasury Office as an investment officer. He earned a B.A. in Economics and Management from Simpson College and an M.B.A. from the University of Iowa.  Brad is a CFA charter-holder.