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.
Enhanced Taxable Municipal Portfolio
Overview
Taxable Total Return
The One Oak Enhanced Taxable Municipal Portfolio capitalizes on the idiosyncratic nature of the municipal market supplemented with exposure to corporate bonds. The portfolio consists of diverse, high credit quality bonds that seek a combination of attractive taxable income and total return.
Enhanced Tax-Free Municipal Portfolio
Overview
Tax-Efficient Total Return
The One Oak Municipal Enhanced Portfolio is a laddered, 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.
