Municipal Opportunities Portfolio

Overview

The Municipal Opportunities Portfolio captures relative value opportunities within the US investment-grade municipal market, supplemented by exposure to the investment grade corporate bond market. The strategy combines active management and income while operating within a rigorous risk management framework to achieve attractive risk-adjusted returns, relatively independent of market direction.

Benefits

01

Risk Managed

Potential for attractive risk-adjusted returns

02

Resilient

Resilient through market cycles

03

Diversified

Credit and structure diversification

04

Efficient

Capital-efficient way to generate returns in periods of higher volatility

Opportunities in Alternative Credit

The nature of the bond market creates continuous opportunities to capture pricing inefficiencies that can benefit investors.

No Central Exchange

Dealer and inter-dealer trades

One Oak leverages an extensive network to access primary and secondary marketplaces.

Fragmented

Municipal bond market dominated by retail investors (71%)

One Oak specializes in wholesale, retail distribution.

Asymmetric information

Pricing differential between cash-flow equivalent bonds

One Oak’s edge is understanding relative value across securities

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