• Style National, Investment Grade
  • Approach Active; Top-Down/Bottom-Up
  • Benchmark Bloomberg 10-Year Municipal Bond Index

Strategy Highlights

  • Diversified Approach – Utilize a diversified completion fund to incorporate the lower rated, less liquid part of the market
  • Active Management – Maintain flexible portfolios with an objective to outperform the market while incurring less risk
  • Research Expertise – In-depth independent research by experienced research team
RESOURCES

Portfolio Managers

John Fox
John B. Fox, CFA
Partner, Director, Fixed Income
Brian T. Moreland, CFA
Partner, Portfolio Manager/Trader Marty Tourigny
Martin R. Tourigny, CFA
Partner, Portfolio Manager
Kara M. South, CFA
Partner, Portfolio Manager