Fixed income

Municipal Short-Intermediate Plus Strategy

The strategy seeks to provide a high level of current income that is exempt from federal income taxes by primarily investing in a diversified portfolio of short- and intermediate-term municipal obligations. The objective is to outperform the Bloomberg Municipal Intermediate/Short (1–10) Index by actively managing the four key elements of total return: security selection, sector rotation, duration management, and yield-curve positioning.

Competitive advantages

Independent thinking and discipline

A large, seasoned team of municipal fixed income analysts is supported by compliance and portfolio analytics systems.

Collaboration across asset classes

The team can use taxable fixed income analysts to gain intelligence on corporate bonds.

Flexible but uncompromising

The team has the willingness and ability to move down in credit without compromising the investment process.

Our team
Meet the investment team

Investment success results from disciplined return-enhancement strategies balanced with prudent risk management.

Contact Us

We look forward to helping you with your investment needs