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.
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.