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.