INVESTMENT PHILOSOPHY
We believe that fundamental research and holistic risk management, combined with a differentiated sustainable investment approach, provides investors with both principal stability and upside potential. We further believe that our concentrated and active approach helps deliver repeatable outcomes and outperformance over time.
Incorporated Research:
Focusing on the intersection of bottom-up fundamental credit research and sustainable investment research, we seek to identify opportunities aligned with delivering strong performance and positive sustainability outcomes.
Active Management:
Constant competition for capital ensures that the portfolio reflects our best ideas and relative value opportunities.
Diversification:
Bottom-up credit selection drives performance and results in diversification across municipal sector allocations, credit-specific revenue sources, and sustainability levers.
