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High Income
Municipal Bond Strategy

Seeks to deliver long-term, yield-driven total return relying mostly on fundamental credit analysis by building a diversified high-yield portfolio focusing on overlooked and under-appreciated sectors of the high-yield municipal bond market.

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.

Strategy Facts

September 15, 2017
Easterly | ROC Municipals
US High Yield Municipal Fixed Income
Bloomberg High Yield Municipal Bond Index
Active Fixed Income
Mutual Fund, Separate Account

Request More Information

info@easterlyam.com

Portfolio Managers

Troy Willis, JD, CFA

Charlie Pulire, CFA

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