Highlights
Aims to pursue high-yielding, high quality opportunities that can arise from the temporary mispricing of nonstandard municipal structures during market dislocations
Invests in complex bond structures across the yield curve, adjusting duration depending on where we believe we can find the most value given market conditions
Offers two funding options, both seeking to maximize absolute-value: Traditional, which takes a patient capital call approach, and Fully Funded, which invests more quickly and strategically repositions as appropriate opportunities arise
Strives to maximize the tax-efficiency of Municipal Opportunistic Value portfolios by providing the option of National or California state-specification
Benefits from our specialized separately managed accounts (SMA) team, which is committed to providing premier service tailored to the needs of our SMA clients