Short Duration Municipal Bond Strategy

Our actively managed Short-Duration Municipal Bond Strategy seeks to outperform other short-term investment strategies such as money market funds and treasuries by carefully purchasing short-duration, high-quality, short-call municipal bonds that generate coupon interest. The strategy uses no leverage, nor does it invest in other investment vehicles such as mutual funds or other pooled investment vehicles.

  • FEDERALLY TAX-FREE
  • AVERAGE DURATION OF ONE-YEAR OR LESS TO LIMIT RISK
  • LABOR-INTENSIVE PROCESS UNCOVERS MARKET INEFFICIENCIES
  • QUALITY-FOCUSED DUE DILIGENCE PROCESS BORN OF 30+ YEARS EXPERIENCE
  • MANAGED IN SEPARATELY MANAGED ACCOUNTS AT THE CUSTODIAN OF CLIENT’S CHOOSING

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EQUITY INCOME STRATEGY: Q2 2021 COMMENTARY

EQUITY INCOME STRATEGY: Q2 2021 COMMENTARY

Market Overview  At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of vaccinations slowed substantially. New cases and deaths fell to levels last seen in the early days of the Pandemic, but the U.S....

EQUITY INCOME STRATEGY: Q2 2021 COMMENTARY

Market Overview  At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of vaccinations slowed substantially. New cases and deaths fell to levels last seen in the early days of the Pandemic, but the U.S....

Needle In a Haystack

As municipal bond managers for over 30 years, we have seen many markets. We can say with high level of conviction that we have never been more...

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