Taxable Total Return
The One Oak Taxable Enhanced Municipal Portfolio is a laddered, actively managed strategy that 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.
One Oak Enhanced Taxable Municipal Portfolio was awarded a Zephyr's PSN Top Guns award for having a Top 10 return for the 1-year ending December 31, 2021, in the PSN Municipal Universe. The PSN Municipal Universe consists of 220 strategies, across 99 firms. PSN utilizes a proprietary of our clients' top priority performance screens. PSN Top Guns runs products in six proprietary star categories in over 50 universes. This is a highly anticipated quarterly ranking and is widely used by insitiutional asset managers and investors.