2-8 Year Active Municipal Bond

 Strategy Summary

  • Style: National, Investment Grade
  • Approach: Active; Top-Down/Bottom-Up
  • Benchmark: Bloomberg Barclays 5-Year Municipal Bond Index
  • Inception: 6/1/2003
  • Strategy Assets: $566 MM as of 6/30/19

Investment Philosophy

We believe the key to successful bond management is to protect and grow both principal and income. We also believe that an active, national approach provides greater potential to reduce risk and maximize after-tax returns. We emphasize bottom-up research to target investment grade short to intermediate bonds, and maintain flexibility to position portfolios to take advantage of market trends.

*Effective 6/30/18, the GW&K Five-Year Municipal Bond Strategy was renamed  the GW&K 2-8 Year Active Municipal Bond Strategy