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National Municipal Bond Strategy

Easterly ROC Municipals offers a diversified municipal bond strategy across geography, sector, and credit quality to manage risk while seeking to optimize income and enhance long-term performance.

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.

Strategy Facts

Expected: May 2025
Easterly ROC Municipals
US Municipal Fixed Income
Bloomberg Municipal TR USD Index
Active Fixed Income
Separate Account

Request More Information

info@easterlyam.com

Portfolio Managers

Troy Willis, JD, CFA

Charlie Pulire, CFA

Latest Perspectives

Muni Bonds: Three Reasons to Stay Invested

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.

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