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Short Term
Municipal Bond Strategy

Easterly ROC Municipals manages a high-grade municipal bond strategy that is defensively constructed, tax-efficient, and holds a short duration within three years.

Objective

Seeks to exploit market inefficiencies to deliver yield within an overall defensively-constructed portfolio.

Why This Strategy?

People

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

Portfolio

Applies rigorous credit analysis and relative value-based security selection to assist in the construction of an actively managed portfolio focused on under-valued, overlooked sectors and securities.

Philosophy

Seeks to provide short duration, after-tax, yield driven total returns.

Process

We strive to uncover market inefficiencies, carefully selecting short-duration, high-quality, short-call municipal bonds that generate coupon interest while avoiding leverage and investment in vehicles such as mutual funds.

Strategy Facts

April 27, 2022
Easterly | ROC Municipals
US Municipal Fixed Income – Short Duration
Bloomberg 3-year (2-4) Muni Index
Active Fixed Income
Mutual Fund

Request More Information

info@easterlyam.com

Portfolio Managers

Troy Willis, JD, CFA

Charlie Pulire, CFA

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