ZCM Core Tax-Responsive Strategy

Overview

Provide an actively managed cross-market approach. We evaluate and invest with an after-tax relative value approach between traditional tax-exempt and taxable bond opportunities.

Investment Philosophy

We manage to a clear “no surprises” philosophy that seeks to maximize risk-adjusted fixed income returns. Starting with a thorough understanding of a client’s objective, we seek to control market risk factors (Interest rates and Credit) consistent with goals and exploit excess risk adjusted return through robust proprietary fundamental analysis. We call this our Six-Risk Factor approach.

Portfolio Management

Reid Smith, CFA

Director, Fixed Income Strategies, Senior Portfolio Manager

Daniel Urbanowicz

Senior Portfolio Manager
Snapshot

Inception Date: January 1, 2016
Investment Team: Fixed Income Group

ZCM Tax-Responsive Short 
Account Minimum: $1,000,000

ZCM Tax-Responsive Intermediate
Account Minimum: $1,000,000

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