Objective
Aims to provide current income exempt from regular federal income tax and to seek total return.
Why This Strategy?
People
Senior Portfolio Managers Troy Willis and Charlie Pulire have an average of 20 years of municipal bond investing experience and are supported by a three-person investment team.
Portfolio
A diversified high-yield portfolio focusing on overlooked and under-appreciated sectors of the high-yield municipal bond market.
Philosophy
Focused on maximizing risk-adjusted yields with a yield-driven total return approach generated by bottom-up credit analysis with a relative value perspective.
Process
A comprehensive bottom-up credit analysis and relative value-based security selection to build diversified, higher-yielding portfolios built upon under-valued and overlooked sectors of the municipal bond market.
