Similar to the majority of the benchmarks we track 3Q21 Performance for Infrastructure PLUS was negative with a total return of -2.6%. The most comparable index, the DJ Brookfield Infrastructure Composite (DJBIA1DOW) also delivered a return of -2.6%. The S&P 500...
Short Duration Municipal Bond Strategy
Our actively managed Short-Duration Municipal Bond Strategy seeks to outperform other short-term investment strategies such as money market funds and treasuries by carefully purchasing short-duration, high-quality, short-call municipal bonds that generate coupon interest. The strategy uses no leverage, nor does it invest in other investment vehicles such as mutual funds or other pooled investment vehicles.
- FEDERALLY TAX-FREE
- AVERAGE DURATION OF ONE-YEAR OR LESS TO LIMIT RISK
- LABOR-INTENSIVE PROCESS UNCOVERS MARKET INEFFICIENCIES
- QUALITY-FOCUSED DUE DILIGENCE PROCESS BORN OF 30+ YEARS EXPERIENCE
- MANAGED IN SEPARATELY MANAGED ACCOUNTS AT THE CUSTODIAN OF CLIENT’S CHOOSING
FOCUSED, TAX-EFFICIENT STRATEGY
VALUE PROPOSITION
INDUSTRY EXPERTISE
CONSISTENT RETURNS OVER TIME
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INFRASTRUCTURE PLUS STRATEGY: Q3 2021 COMMENTARY
Similar to the majority of the benchmarks we track 3Q21 Performance for Infrastructure PLUS was negative with a total return of -2.6%. The most comparable index, the DJ Brookfield Infrastructure Composite (DJBIA1DOW) also delivered a return of -2.6%. The S&P 500...
INFRASTRUCTURE PLUS STRATEGY: Q3 2021 COMMENTARY
Similar to the majority of the benchmarks we track 3Q21 Performance for Infrastructure PLUS was negative with a total return of -2.6%. The most...
Equity Income Strategy: Q1 2021 Commentary
Market Overview Stimulus and vaccine optimism ran high during the first quarter with all eyes on the reopening of the economy and a return to some...
MarketWatch: Former OppenheimerFunds Rochester Head Troy Willis, J.D., CFA Joins Principal Street
MarketWatch recently reported that the former co-head of the OppenheimerFunds Rochester Municipal Bond Team Troy Willis, J.D., CFA has joined...
Morningstar: Troy Willis, J.D., CFA Joins Principal Street as the Chief Investment Officer of Municipal Bond Strategies
In a recent article, Morningstar announced Principal Street Partners’ newest addition to the firm: Chief Investment Officer of Municipal Bond...
Boston Herald Announces Principal Street’s New Chief Investment Officer of Municipal Bond Strategies
The Boston Herald recently announced that seasoned industry veteran Troy Willis, J.D., CFA , former co-head of the OppenheimerFunds Rochester...