Navigator® Short Duration Tax Free Fixed Income
Navigate Tax-Free Fixed Incomewith Individual Short Duration Municipal Bonds
Allocation
- Core Fixed Income, Fixed Income
APPROACH
- Bottom-Up
FOR ADVISORS:
This strategy provides strategic exposure to a broad range of tax free municipal bonds. The strategy seeks to deliver total return with a secondary goal of income.
Actively seek attractive opportunities in the current environment.
The strategy is based on the conviction that fundamental analysis provides greater value than speculating through interest rate forecasting. Changing expectations about the shape of the yield curve, credit spreads, and sector valuations within an already fragmented muni market can create pockets of value and opportunity.
Aims to provide long-term,risk adjusted returns.
The portfolio seeks to achieve strong adjusted returns by building a curated portfolio of individual bonds. Shorter duration maturities may offer attractive returns at a lower level of risk than longer-term securities.
Seek to constantlybuild par value.
Because interest rates do not rise in a linear fashion, our active approach seeks to take advantage of opportunities by building par value. The strategy seeks to take advantage of price inefficiencies during interest rate changes or volatility.
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