Our Approach
Our approach to municipal investing combines quantitative relative-value analysis, rigorous fundamental credit research, and disciplined risk management. We evaluate opportunities across the yield curve, credit quality, sectors, states, and bond structures to identify where market pricing may not fully reflect underlying fundamentals or return potential.
Rather than relying primarily on forecasts for the direction of interest rates, we focus on finding relative value across the municipal market.
By the Numbers
As of September 30, 2026.
Assets Under Management
Launched Municipals Platform
Years of Continuous Portfolio Management Across 6 Lead PMs
Our Municipals Capabilities
Intermediate Municipals
Designed for investors seeking a balance between income potential and interest-rate sensitivity, these strategies actively allocate across sectors, issuers, and credit opportunities within the intermediate portion of the municipal market.
Long Municipals
Built for investors willing to extend along the yield curve into longer-maturity municipal bonds in pursuit of higher income potential.
High Yield Municipals
Pursue opportunities across lower-rated and unrated municipal issuers where active security selection can uncover compelling income and return potential.
Featured Products
Explore a range of actively managed municipal strategies designed to address different income, risk and portfolio objectives.
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