Objective
A diversified portfolio across various sectors and regions which seeks to manage risk and provide stable, federally tax-exempt income.
Why This Strategy?
People
Senior Portfolio Managers, Troy Willis and Charlie Pulire, have deep experience in municipal bond investing.
Portfolio
Emphasizes credit quality, market inefficiencies, and strategic diversification to help manage risk.
Philosophy
Seeks to deliver stable, federally tax-exempt income while effectively managing risk.
Process
Employs a structured, research-driven investment process focused on optimizing yield-driven total returns.
Why ROC Municipals?
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.