Market Overview At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of vaccinations slowed substantially. New cases and deaths fell to levels last seen in the early days of the Pandemic, but the U.S....
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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EQUITY INCOME STRATEGY: Q2 2021 COMMENTARY
Market Overview At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of vaccinations slowed substantially. New cases and deaths fell to levels last seen in the early days of the Pandemic, but the U.S....
EQUITY INCOME STRATEGY: Q2 2021 COMMENTARY
Market Overview At the end of the second quarter over 54% of Americans had received at least one dose of the vaccine, although the pace of...
Yahoo Finance Announces Troy Willis, J.D., CFA as Principal Street’s New Chief Investment Officer of Municipal Bond Strategies
Yahoo Finance recently announced that Troy Willis, J.D., CFA has joined Principal Street Partners as the firm’s new Chief Investment Officer of...
Infrastructure PLUS Strategy: Year-end Commentary 2020
Before we delve into Infrastructure PLUS’s 2020 performance, we would like to take a moment to thank all our early investors. Our strategy was...
Former OppenheimerFunds Rochester Head Joins Principal Street as Chief Investment Officer of Municipal Strategies
Principal Street Partners, the $1.6B asset manager with a focus on municipal bond investment opportunities, has announced Troy Willis, J.D., CFA as...
Needle In a Haystack
As municipal bond managers for over 30 years, we have seen many markets. We can say with high level of conviction that we have never been more...