- Perspective
- Commentary
- Market Analysis
Easterly Asset Management Launches Easterly ROC Municipals
New municipal bond investment team to expand Easterly’s tax-aware fixed income solutions and expertise.
We pair a tenacious drive with a commitment to integrity, teamwork, and authenticity to serve our clients and Strategic Partners.
Easterly Investment Partners (EIP) is our traditional, fundamental-based investment arm. EIP bolsters highly experienced teams and their investment strategies with the robust infrastructure of Easterly Asset Management. EIP's current offerings span the entire value-equity spectrum and are managed by high-performing investors.
Easterly | EAB Risk Solutions manages a dynamic, hedged equity options strategy that seeks to combine upside equity capture with drawdown protection and volatility management. It leverages a responsive options strategy using short duration put spread collars to help manage market correlation risk while maintaining upside capture. The company provides a versatile core holding that aims to offer downside protection and an alternative to traditional equity, compliments fixed income diversification, and harvests option premiums to manage short-term volatility.
Easterly | Murphy manages a diversified strategy focused on investing in undervalued large cap companies. The company aims to provide long-term capital appreciation through fundamental, contrarian bottom-up stock picking. Easterly Murphy identifies a list of large cap value companies that elicit a high level of conviction.
Easterly | Orange Investment Advisors manages a multi-sector, risk-controlled, investment grade value strategy with low duration (less than three years). The Income Opportunities strategy invests in deep value, legacy-RMBS, CMBS, ABS, and other structured credit assets, seeking attractive risk-adjusted returns while actively managing credit, liquidity, and interest rate risk. It diversifies and aims to outperform peers with distributions while participating in the upside in favorable bond markets.
Easterly | ROC Municipals manages both high-income and short-term municipal bond strategies. The high-income strategy is a tax-efficient, high-yield municipal bond strategy that focuses on delivering yield-driven total returns. It builds a diversified, high-yield portfolio comprised of under-valued, overlooked sectors with rigorous credit analysis and relative value-based security selection. This strategy seeks to provide higher after-tax yield with lower credit risk relative to core fixed income holdings. The short-term strategy is a high-grade municipal bond strategy that is defensively constructed, tax-efficient, and holds a short duration within three years. It 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. This strategy provides short duration, after-tax, yield-driven total returns.
Easterly | Ranger manages a global REIT strategy providing lower correlation to the overall real estate market without sacrificing return. The company seeks to deliver total return through a combination of current income and capital appreciation by investing in publicly traded global REITs and other real estate securities. Easterly Ranger holds a high-conviction investment philosophy focused on owning real estate businesses seeking to deliver growing, uncorrelated global returns over long investment horizons.
Easterly | Snow manages a Long/Short Opportunity and a Small Cap Value strategy. The Long/Short Opportunity is a U.S. all-cap strategy intended to reduce volatility through a variety of hedging strategies. It employs a blend of long and short positions to help manage macro risk while seeking to maximize risk-adjusted returns. It also offers low correlation to traditional asset classes through a contrarian, conviction-weighted liquid alternative investment. The Small Cap Value strategy is a deep value strategy capitalizing on undervalued opportunities found in the small cap universe. It invests in structurally sound businesses with strong cash flow that may be misunderstood by the market. The strategy strives to deliver long-term capital appreciation through a concentrated portfolio with a family office culture focused on capital preservation.
Senior Vice President
Business Development and Client Services
Easterly Asset Management
Senior Vice President
Business Development and Client Services
Easterly Asset Management
You are now leaving the Easterly Financial Advisors website and entering a third party website. Please note that the Easterly Financial Advisors site window will remain open.
Continue CloseSign up to receive our latest thoughts on the markets, written by our veteran fund managers.
Thank you for signing up for our perspectives!
IMPORTANT INFORMATION
This site is intended for use by professional investors only. Any person who is not a Financial Advisor/Intermediary should not access this website. Information on this site is not intended for Financial Advisors in any jurisdiction in which distribution or purchase of the investment referenced is not authorized. For further information, read our Legal Terms and Conditions.
Cookie & Privacy Policy (Will open new window)