Karpus Investment Management has been helping clients achieve their fixed income goals for over 30 years.
We are an enhanced indexer that utilizes closed-end funds while boosting returns through the use of shareholder activism.
All returns presented annualized net of fees. Past performance does not guarantee future results.
**10 Year Disclosure
Our nationally recognized methodology for both taxable and tax-advantaged bonds emphasizes:
- Intermediate duration
Average duration of three to seven years controls interest rate risk.
- Upper-investment-grade securities
AA+/- average ratings provide 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.