Municipal Bond - Intermediate

Strategy Summary

  • Style: National, Investment Grade
  • Approach: Active; Top-Down/Bottom-Up
  • Benchmark: Bloomberg Barclays 10-Year Municipal Bond Index
  • Inception: 1/1/1980
  • Strategy Assets: $20,578 MM as of 9/30/17

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. Integral to our intermediate duration strategy is our pursuit of opportunities along the yield curve and our focus on intense fundamental research to uncover and exploit market inefficiencies.