Fixed Income​ Investment Strategy

Our Methodology for Both Taxable and Tax-Advantaged Bonds

  • Intermediate duration: An average duration of 3 to 7 years
  • Upper investment grade securities: AA +/- average rating
  • Sector allocation: We shift allocation weightings in anticipation of perceived market trends
  • Historical trend analysis: Historical data provides insights into recurring patterns
  • Opportunity-focused trading: We monitor price movements and market activity for buy and sell opportunities
  • Diversification: We diversify across Treasury and government bonds, closed-end funds, exchange-traded funds, and open-end funds (in both domestic and international bond markets)

Advantages of Our Fixed Income Strategy

  • By buying at a discount, we aim to enhance the investment’s current yield, while seeking the potential for capital appreciation.
  • Taxable bond closed-end funds often offer attractive intra-day liquidity

View Karpus Composite compared to Morningstar Average General Bond Fund

Periods ending 12/31/23

Download Report