Navigator® Tax-free Fixed Income Core
Navigate Municipal Bond Markets with a Strategic Approach
Allocation
- Core Fixed Income, Fixed Income
APPROACH
- Top-Down
FOR ADVISORS:
This strategy provides strategic exposure to a broad range of tax-free bonds. The strategy seeks to deliver total return with a secondary goal of income through a carefully constructed portfolio of fixed income exchange traded funds and mutual funds.
Goal: Provide a high level of total return by investing in the various segments of the municipal bond markets.
The portfolio seeks to add value by owning investments that employ a strong relative value, liquidity, and risk management discipline, enabling the portfolio to capitalize on liquidity events, yield curve inefficiencies, and undervalued segment opportunities within the municipal bond markets.
Goal: Navigate all market environments with a flexible and adaptable approach.
We believe that active management supported by in-depth, internally generated research is the best way to pursue risk-adjusted performance results with greater consistency and lower volatility of returns.
Goal: Provide broad municipal fixed income exposure to help investors generate income.
We focus on the key sources of return in municipal fixed income across market cycles and seek to identify market inefficiencies in the valuation of risk and reward in order to generate income across changing interest rate environments.
Get to Know the People Behind the Portfolios
Related Insights
Market Updates
Market Update — Rate Cut Disappointment!
December 19, 2024
As expected, the Federal Reserve cut the overnight lending rate by 0.25% yesterday.
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Monthly Moves
Monthly Moves: Charting Our Strategies, November 2024
December 11, 2024
Post the U.S. presidential election, U.S. equities experienced their strongest month of the year and are on track to deliver the strongest annual performance for the S&P 500 in 25 years, with investor sentiment at the upper end of the historical range. Momentum continues to lead across market caps as investors focus on quality companies with strong margins and profitability.
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Benchmark Review & Monthly Recap
Benchmark Review & Monthly Recap, November 2024
December 11, 2024
New all-time highs were achieved for the major U.S. equity indices in November. The Russell 2000 Index even participated, passing its prior high from 2021 after market leading monthly gains. See Table 1 for November 2024, YTD, and calendar year 2023 results.
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