Emerging Wealth equity

The focus of our Emerging Wealth Equity  strategy is the identification of companies which we believe have meaningful exposure to growth in emerging markets.  We believe that emerging market economies can be expected to experience faster GDP growth than developed markets for several years.  In addition to investing in companies domiciled in emerging market countries, we also seek developed market companies with material exposure to emerging market growth.  We believe that a strategy of investing in a combination of emerging market companies as well as developed market companies with significant exposure to emerging market domestic consumption provides added flexibility and liquidity to select companies best positioned to benefit from this growth. 

GW&K’s Emerging Markets Equity team joined the firm in February 2019, following a long tenure at Trilogy Global Advisors. Information provided on this website that relates to periods prior to February 2019 reflects results achieved by the team at Trilogy Global Advisors (and its predecessor firms).

emerging wealth insights: Crossing the River while Feeling the Stones (december 2018)

Emerging Wealth Insights: The Tennis Ball and the Egg (November 2018)

Emerging Wealth Insights: Using a ‘Timeout’ to Stay the Course (October 2018)

Emerging Wealth Insights: Seize the Opportunity (June 2018)


OUR TEAM

Tom_Masi - Color.jpg

Thomas A. Masi, PORTFOLIO MANAGER

Industry Experience: 32 years

Tom Masi serves as co-portfolio manager for GW&K’s Emerging Wealth Equity strategy.  Tom joined GW&K Investment Management from Trilogy Global Advisors, where he launched the Emerging Wealth strategy and served as co-portfolio manager since its inception.  Previously, Tom was with Dominick and Dominick Advisors, a privately held investment management firm, where he was a partner and President of Asset Management. He also served as Managing Director, Senior Portfolio Manager, and senior member of the Asset Management's Investment Strategy Committee at SG Cowen Asset Management and led a group that managed $1.5 billion in client assets. Tom also worked at Kidder Peabody Asset Management as a Senior Vice President and Senior Portfolio Manager, where his team managed over $500 million in equity, fixed income and balanced separate accounts, in addition to the Kidder, Peabody Equity Income Fund and the firm's 401k and pension plans. He has a BA in economics from Rutgers University and an MBA in finance from the Rutgers Graduate School of Management and is a CFA charter-holder.


Nuno Headshot Color.JPG

Nuno Fernandes, PORTFOLIO MANAGER

Industry Experience: 24 years

Nuno Fernandes serves as co-portfolio manager for GW&K’s Emerging Wealth Equity strategy.  Nuno joined GW&K Investment Management from Trilogy Global Advisors, where he launched the Emerging Wealth strategy and served as co-portfolio manager since its inception.  Previously, Nuno was with Goldman Sachs Asset Management where he served as a portfolio manager primarily focused in Emerging Markets and Global Financials. He also served as a research analyst with ING Barings Securities, Caspian Securities and Smith Barney covering Latin American financials. Nuno received a BS in Economics from the School of Economics at the University of Porto, Portugal. He is fluent in Portuguese and Spanish and he is a CFA charter-holder.