• 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
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