Municipal Fixed Income [ view all fixed income products ]

Asset Class
Fixed Income

Benchmark
Barclays Municipal Bond Index

Product Sheet
Municipal Fixed Income

Investment Strategy
The objective of the Municipal Fixed Income strategy is to outperform the Barclays Municipal Bond Index by actively managing the four key elements of total return: security selection, sector rotation, duration management and yield curve positioning. The team utilizes a disciplined relative value approach, seeking opportunities for changing market trends, pricing inefficiencies, and intensive credit analysis provide excess returns within the context of a tax-efficient portfolio management program.

Portfolio Management:
Lyle Fitterer, CFA, Managing Director, Head of Tax-Exempt Fixed Income
Robert Miller, Senior Portfolio Manager