Intermediate Term Municipal Strategy Profile 3Q24

The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over an intermediate investment horizon.

  • DATE: October 29, 2024
  • TYPE: PDF
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Featured Insights

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Municipal Fixed Income

Moderate Term Municipal Strategy Profile 3Q24

The investment objective of this strategy is to minimize downside risk in any environment and maintain consistent quarterly after-tax total returns over a short...

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Municipal Fixed Income

Intermediate Municipal Strategy Characteristics & Commentary 3Q24

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Municipal Fixed Income

Heavy Summer Bond Issuance By Texas School Districts Creates Value Opportunity For Municipal Investors

In Texas, heavy population inflows over the last several years have created significant infrastructure needs throughout the state, particularly for new K-12 school buildings.

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