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Short-Term Municipal Bond Strategy

Seix manages its tax-exempt bond strategies utilizing a total return approach with a focus on relative value.

Bottom-up security selection evaluates factors such as fundamental credit analysis, security structural features, and potential price volatility

Focus on safety and capital preservation

Seeks to trade on inefficiencies

Our Approach

Seix employs a dynamic and multifaceted investment process, seeking to achieve an optimal balance of risk and return.

Seix balances emphasis across four facets: duration management, yield curve positioning, sector rotation and security selection, with the goal of achieving solid and dependable investment returns over time.

Strategy Overview

Seix Short-Term Municipal Bond Strategy maintains an emphasis on quality with approximately 75% of the portfolio in AAA/AA-rated bonds and a target weighted average effective maturity of the portfolio of 3 years or less.

Seix seeks to maximize total return through current income that is exempt from federal income taxes, combined with capital appreciation consistent with capital preservation, by investing in investment grade municipal securities.

Portfolio Managers

Ronald H. Schwartz, CFA

Managing Director, Head of Tax-Exempt, and Senior Portfolio Manager

Joined Seix upon integration in May 2014
Joined predecessor firm in 1988
Industry experience since 1982

Ron is a managing director and Head of Tax-Exempt.  In this capacity, he is responsible for strategic oversight of the investment grade - tax-exempt strategies and a member of the Seix Investment Policy Group. Ron received a B.A. in Business Administration from Adelphi University, is a CFA Charterholder and a member of the CFA Society of Orlando and the National Federation of Municipal Analysts.

Dusty L. Self

Managing Director, Senior Portfolio Manager

Joined Seix upon integration in May 2014
Joined predecessor firm in 1992
Industry experience since 1992

Dusty is a seasoned senior portfolio manager focused on the investment grade - tax-exempt strategies. Before attaining her current position, Dusty worked as a portfolio specialist and then as a performance analyst. Prior to beginning her career in investment management with Seix's predecessor firm, she worked for Barnett Bank in the Commercial Loans division. Dusty received a B.S. in Business Management from the University of Maryland and is a member of the National Federation of Municipal Analysts and the Southern Municipal Finance Society.

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