Investment Overview

Our investment team is one of the largest and deepest in the industry and we offer strategies that span the entire municipal yield curve and credit spectrum. The team has the flexibility to address specific client needs and the ability to develop customized municipal solutions for our Institutional partners.
An actively managed, income oriented approach which seeks to take advantage of relative value opportunities.
Manage risk and capitalize on market inefficiencies through fundamental credit research.
Maximize our opportunity set by utilizing the entire municipal universe and investing across the yield curve.

Portfolio Construction

Team-oriented, research-based process with qualitative and quantitative overlays.
Credit Research and Process: Systematic, bottom-up review of fundamental credit and industry trends, general market valuations and individual sector valuations.
Technical and Relative Value Analysis: Identify relative value based on yield curve analysis, taxable / tax-exempt ratio analysis, supply/demand dynamics, sector analysis and bond structure.
Portfolio Construction: Systematic portfolio construction through intensive analysis of risk/ return characteristics and potential for long-term performance.

Investment Team

Cynthia Clemson, Co-Director of Municipal Investments, Senior Portfolio Manager
30 years of industry experience
30 years at Eaton Vance
BA, Mount Holyoke College
MBA, Boston University
Craig Brandon, CFA, Co-Director of Municipal Investments, Senior Portfolio Manager
21 years of industry experience
17 years with Eaton Vance
BS, Canisius College
MBA, University of Pittsburgh
Adam Weigold, CFA, Senior Portfolio Manager
18 years of industry experience
18 years with Eaton Vance
BA, Dartmouth College
MBA, Boston University
William Delahunty, CFA, Director of Municipal Credit Research
22 years of industry experience
18 years with Eaton Vance
BA, University of Vermont

Benchmark

Bloomberg Barclays Taxable Municipal Bond Index
Customizable benchmarks