Karpus Investment Management has been helping clients achieve their fixed income goals for over 30 years. With the focus of managing risk, our Investment Committee formulates our economic overview by reviewing the economic cycle, analyzing historical valuations, analyzing growth and policy prospects, and analyzing liquidity and economic momentum.
All returns presented annualized net of fees. Past performance does not guarantee future results. **10 Year Disclosure
Once an overview is established, a target investment matrix is then created. Sector weightings, yield curve positioning, and duration targets are guided by this research. Analysts continuously conduct a security-by-security analysis to identify and capitalize on market inefficiencies.