Skip to Main Content
Investment Banner Image

High Income
Municipal Bond Strategy

Easterly ROC Municipals manages a tax-efficient, high-yield municipal bond strategy that focuses on delivering yield-driven total returns.

Objective

Seeks to provide higher after-tax yield with lower credit risk relative to core fixed income holdings.

Why This Strategy?

People

Senior Portfolio Managers Troy Willis and Charlie Pulire have deep experience in municipal bond investing.

Portfolio

A diversified high-yield portfolio focusing on overlooked and under-appreciated sectors of the high-yield municipal bond market.

Philosophy

Builds a diversified, high-yield portfolio comprised of under-valued, overlooked sectors with rigorous credit analysis and relative value-based security selection.

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

Request More Information

info@easterlyam.com

Portfolio Managers

Troy Willis, JD, CFA

Charlie Pulire, CFA

External Link

You are now leaving the Easterly Institutional Investors website and entering a third party website. Please note that the Easterly Institutional Investors site window will remain open.

Continue Close

Easterly Perspectives

Sign up to receive our latest thoughts on the markets, written by our veteran fund managers.

Thank you for signing up for our newsletter!

Welcome to Easterly

Cookie & Privacy Policy (Will open new window)