Municipal Fixed Income


The Municipal Fixed Income strategy features fully discretionary portfolios that maintain an average credit quality rating from A to AA.


Why choose this investment strategy?

Our municipal capabilities offer investors the opportunity to invest in securities issued by, or on behalf of, state or local governments, and other public authorities, Municipal bonds can offer certain investors potentially increased income streams that are exempt from federal income tax.  

Where Municipal Fixed Income invests:

The strategy invests primarily in a broad array of high-quality municipal bonds with varying maturities. Portfolios are measured against the Bloomberg Municipal Bond Index, which focuses on the long-term, tax-exempt bond market.

Our investment style is deeply rooted in fundamental research, guided by our proprietary FTV (fundamental, technical, and valuation) research framework. Combined with our macro perspective and disciplined risk management, this allows us to build consistent portfolios for up and down markets.