Tax Efficient Fixed Income

Samson’s Short-Term, Short Intermediate, Core Intermediate and Core strategies are designed for investors with varying income objectives and degrees of tolerance for principal volatility.

Samson’s Liquidity and Enhanced Liquidity Strategies have a duration range of 0-0.75 years.  They are designed for investors with absolute return objectives, and are customized to capital needs.

 

 

 

Active Investment Management

Interest Rates     
  • Manage exposure
  • Duration strategies normally bounded by ±10% of benchmark   
 
Yield Curve
  • Portfolios Structured for Future Yield Curve Changes
  • Barbelled, bulleted or clustered
 
Sector
  • After-Tax Sector Allocation
  • •Municipals, Treasuries, Agencies, Corporates and Mortgage-Backed Securities
 
State
  • •Geographic diversification for general market portfolios based on fundamental and technical analysis
 
Municipals
  • Intra-Municipal Sector Allocation
  • •Insured, Pre-Refunded, State and Local GOs, and Revenue Sub-sectors
 
Crossover
  • Agencies, Taxable Municipals can provide greater after-tax returns
 
Trade Strategies
  • Add Value and Lower Transaction Costs
  • •Large Block Purchases for Price Efficiencies
  • •Sales based on Best Execution
  • •Create Competition through Large and Diverse Broker/Dealer Networks
  • •Price Discovery is Critical in Inefficient and Less Transparent Markets

 

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