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Objective

Tax Aware Fixed Income seeks to earn the highest available level of current income exempt from federal taxes, without assuming what the Advisor considers undue risk.

Investment Strategy

 
  • Seeks to earn the highest available level of current income exempt from federal taxes, without assuming what the Advisor considers undue risk.
  • Leverages the firm’s in-depth research to build a portfolio with what we believe to be the best combination of risk and return.
  • A consistent and repeatable investment process that combines quantitative and fundamental research to build effective bond portfolios.

Primary Investments

 
  • The portfolio invests primarily in tax-exempt debt issued by municipalities and their authorities such as revenue, tax-supported, prerefunded and insured bonds and has the ability to invest in three commingled vehicles, which invest in a variety of higher-yielding fixed income securities.
  • Individual Bonds (0 to 100% of the Portfolio): Primarily tax-exempt debt issued by municipalities and their authorities; however has the flexibility to invest in taxable securities.
  • Commingled Vehicles (0 to 45% of the Portfolio).
  • Municipal Income Shares Fund: Invests in higher-yielding, lower-rated municipal bonds.
  • Corporate Income Shares Fund: Invests in corporate bonds.

Management Team

Municipal Bond Investment Group: Managing bond portfolios requires commitment and skill—qualities embodied by our entire global fixed income investment team. We boast one of the largest fixed income research efforts with investment professionals located on the ground in every major region of the world.

Literature

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