Strategy Focus

   ▪  Geographically Diversified

   ▪  Tactical; Total Return Driven

   ▪  Benchmark: Barclay's Capital Municipal Bond Index

 

 

Investment Philosophy

Our unwavering commitment to grow and protect our client’s principal is at the core of each of our strategies. Essential to our market duration strategy is our pursuit to add value across the entire yield curve. Our intense focus on deep fundamental and quantitative research enables us to promptly and consistently capitalize on market inefficiencies as they arise.