The Municipal Opportunities Portfolio captures relative value opportunities within the US investment-grade municipal market, supplemented by exposure to the investment grade corporate bond market. The strategy combines active management and income while operating within a rigorous risk management framework to achieve attractive risk-adjusted returns, relatively independent of market direction.
Potential for attractive risk-adjusted returns
Resilient through market cycles
Credit and structure diversification
Capital-efficient way to generate returns in periods of higher volatility
The nature of the bond market creates continuous opportunities to capture pricing inefficiencies that can benefit investors.
Dealer and inter-dealer trades
One Oak leverages an extensive network to access primary and secondary marketplaces.
Municipal bond market dominated by retail investors (71%)
One Oak specializes in wholesale, retail distribution.
Pricing differential between cash-flow equivalent bonds
One Oak’s edge is understanding relative value across securities
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