Strategy Overview
The strategy actively invests in high-quality municipal bonds with maturities of less than five years, emphasizing preservation of capital and tax-exempt income. Utilizing a disciplined, bottom-up approach, it seeks relative value opportunities across sectors, geographies, and maturities. The team applies rigorous credit research, portfolio construction, and risk oversight, leveraging a flexible, generalist model to exploit inefficiencies and optimize income generation while maintaining a low duration profile to minimize interest rate sensitivity.
Strategy Inception Date
1 Apr 2014