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Investment Grade - Tax-Exempt

  1. Investment Strategies

Investment Strategies

We employ an actively managed, total return approach, designed to identify undervalued municipal securities across the duration spectrum. We incorporate this approach in three distinct strategies:

Short-Term Municipal Bond Strategy

Average maturity of less than 3 years

Investment Grade Tax-Exempt Bond Strategy

Average maturity of 5-7 years

High Grade Municipal Bond Strategy

Average maturity of 7-10 years

High Yield Bonds

Interested in High Yield Bond Strategies? Learn More.