INVESTMENT PHILOSOPHY
We believe that fundamental research and holistic risk management provides investors with both principal stability and upside potential. We further believe that our concentrated and active approach helps deliver repeatable outcomes and outperformance over time.
Bottom-Up Research:
Analyzing bottom-up factors and cash flows provides the foundation for portfolio construction.
Active Management:
Constant competition for capital ensures that the portfolio reflects our best ideas and relative value opportunities.
Diversification:
Bottom-up credit selection drives performance and results in diversification across municipal sector allocations and credit-specific revenue sources.
