Municipal Opportunities Portfolio
Overview
Absolute Return
The Municipal Opportunities Portfolio is a flexible absolute return strategy that seeks to achieve a return on your investment through a combination of active management and income. The delivery of attractive risk-adjusted returns depends on opportunities that arise from within the US investment-grade municipal and corporate securities markets, relatively independent of market direction.
High Income Municipal Opportunities Portfolio
Overview
High-Income Bonds
The One Oak High Income Municipal Opportunities Portfolio seeks above-average income through an actively surveilled mix of high yield municipal bonds acquired with a credit driven, buy and hold strategy.
Enhanced Municipal Opportunities
Overview
Tax-Efficient Total Return
The One Oak Municipal Enhanced Portfolio is a flexible, actively managed strategy that capitalizes on the idiosyncratic nature of the Municipal market. The approach consists of a diversified portfolio of high credit quality bonds that seek a combination of attractive tax exempt income and total return from tax-exempt municipal securities.
