• Style National, Long-Term
  • Approach Active; Top-Down/Bottom-Up
  • Benchmark ICE BOFA 15+ Year Municipal Bond

Strategy Highlights

  • High Total Return Objective – Appropriate for total return oriented clients with a greater tolerance for principal volatility
  • Focus on Long End of Curve – Seek to capitalize on the strong yield and return characteristics of longer-term municipal bonds
  • Diversified Approach – Enhance portfolio diversification by utilizing a commingled vehicle for higher yielding market segment
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