Investment Company Strategies

Investment approach

These strategies seek to take advantage of the opportunity for higher yields and discount appreciation in closed-end funds, while managing risk and controlling execution in a low-volume market. The Fiera Capital team has leveraged its extensive fixed income expertise to develop strategies in both municipal and taxable closed-end funds, presenting investors with tax efficient and taxable options.

Key Characteristics

  • Diversified Exposure to the Municipal or Taxable Closed-End Fund Universes
  • Attractive After-Tax Yield
  • Focus on Securities-Level Credit Research, Risk Management, Liquidity, and Sophisticated Execution