Easterly ROC Municipals manages a federally tax-efficient,
high-yield municipal bond strategy that focuses on delivering yield-driven total returns.
Seeks to provide higher after-tax yield with lower credit risk relative to core fixed income holdings.
Senior Portfolio Managers, Troy Willis and Charlie Pulire, have deep experience in municipal bond investing.
A diversified, high-yield portfolio focusing on overlooked and under-appreciated sectors of the high-yield municipal bond market.
Builds a diversified, high-yield portfolio comprised of under-valued, overlooked sectors with rigorous credit analysis and relative value-based security selection.
A comprehensive, bottom-up credit analysis and relative value-based security selection to create diversified, higher-yielding portfolios built upon under-valued and overlooked sectors of the municipal bond market.
At Easterly ROC Municipals, we believe the key to long-term outperformance is fundamentally based on independent credit research and an active management strategy that seeks to maximize federally tax-exempt, yield-driven total returns. By consistently exploiting the many inefficiencies across the spectrum of the asset class that define the Muni bond market, we believe above-market levels of federally tax-exempt income can be earned without commensurate levels of risk.
In periods of market uncertainty and volatility, investors often second-guess their portfolios and may even contemplate making significant investment and allocation changes in an attempt to stay ahead.
Learn MoreEasterly Asset Management has expanded its curated portfolio of solutions with two tax-efficient, yield-driven municipal bond strategies.
Learn More
