Fixed Income

Invest in high quality and market insight

KIM has been beating fixed-income indexes for more than two decades. Our nationally recognized methodology for both taxable and tax-advantaged bonds emphasizes:

Intermediate duration:  Average duration of three to seven year curbs portfolio risk.  

Upper-investment-grade securities:  AA+/- average rating provides high credit quality.    

Sector allocation: KIM shifts allocation weightings in response to anticipated market trends.

Historical trend analysis: Historical data analysis provides insights into recurring patterns.  

Opportunity-focused trading: Portfolio managers constantly monitor price movements and market activity for optimal buy and sell opportunities.

Extensive diversification: KIM diversifies across Treasury and government bonds, closed-end funds, exchange-traded funds and open-end funds invested broadly across domestic and international bond markets.

Exploitation of market inefficiencies: KIM researchers uncover securities that offer uncommon value and that are commonly overlooked by other money managers.

“Karpus has beaten the relevant fixed-income indexes for 10 years running...”  -- Barron’s