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.

Download The Fact Sheet

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
Exchange-Traded Fund (ETF)

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.