Core Municipal Strategies.

We leverage our robust, bottom-up security selection skills to uncover investment opportunities across the US investment-grade fixed income spectrum.
Strategy Overview.
Inception Date:
December 31, 2002
$2.7 billion
Sample Benchmarks:
  • Bloomberg Municipal 1-10 Yr Blend Index
Available Vehicles:
  • Separately Managed Account
Strategy Highlights.
  • Invest across investment-grade municipal fixed income sectors.
  • Emphasize securities with structural and price advantages.
  • Hold meaningful position sizes.
  • Actively manage liquidity and credit risks.
  • Maintain duration-neutral posture relative to the index.

Contact our Client Team for more information.

Data provided as of January 2, 2024
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