INVESTMENT PHILOSOPHY
We believe that fundamental research and holistic risk management, combined with a differentiated sustainable investment approach, 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.
Integrated Research:
Focusing on the intersection of bottom-up fundamental credit research and sustainable investment research identifies opportunities that are aligned with delivering strong performance and positive impact.
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, credit-specific revenue sources, and sustainability themes.
