Short-Term Municipal Bond

Strategy Summary

  • Style: Short-Term, Investment Grade
  • Approach: Active; Top-Down/Bottom-Up
  • Benchmark: Bloomberg Barclays 1-Year Municipal Bond Index
  • Inception: 1/1/2002
  • Strategy Assets: $40 MM as of 6/30/19

Investment Philosophy

We believe we can capture yield advantages over money market funds, while controlling volatility, by actively managing a diverse portfolio of short-term municipal securities. Our focus on fundamental research helps us to uncover and exploit inefficiencies in the marketplace.