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.