Short Tax-Aware 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
Assets:
$1.5 billion
Sample Benchmarks:
  • Bloomberg 1 Year Municipal Index
  • Bloomberg 1-3 Year Municipal Index
  • Bloomberg 1-5 Year Municipal 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
@ 2024 Income Research + Management. All Rights Reserved.
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