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Strategies

While Belle Haven offers an array of fixed income strategies, we understand that every investor's needs and objectives are not the same. Our separately managed portfolios are flexible and can be customized to meet the individual needs of an investor.

For clients seeking a more customized approach, we welcome the opportunity to explore potential solutions. 

To learn more about any of our SMA strategies, please click here to request more information.

All Taxable Strategies Tax-Exempt Strategies


ALPHA
GENERATION

Tax-Exempt Strategies


Muni PLUS™

DECADES OF EXPERIENCE EMBODIED IN ONE STRATEGY
Our flagship strategy, Muni PLUS™, was incepted in 2002. The strategy directive of Muni PLUS™ is income and safety with a focus on total return. We strive to maximize risk-adjusted returns through the construction of higher quality, separately managed portfolios.

This strategy invests in tax-exempt municipal bonds. We do not buy bonds subject to AMT. The maturity band we generally utilize is 1-15 years. The target credit rating will range between AA and A, however, we will on occasion buy non-rated securities. Diversification has been a staple of our success; hence this strategy uses a wide variety of structures, purposes, and sectors.

Manager of the Decade 4Q 2022

Ladder PLUS™

STEEPED IN TRADITION, OVERLAID WITH OPPORTUNITY
The strategy directive for Ladder PLUS™ is income and preservation of principal. We are effectively utilizing the simple structure of a laddered approach with an actively managed overlay. 

Securities utilized in this strategy include tax-exempt municipal bonds. We do not buy bonds subject to AMT. The maturity band utilized is 1-12 years. The average credit rating is AA, however, we may purchase securities that may be non-rated or rated outside the average credit rating.

The strategy can be customized to meet the individual needs of the investor.

3-17 Year Ladder™

TAKE ADVANTAGE OF THE CURVE
The strategy directive for the 3-17 Year Ladder™ strategy is income and preservation of principal. We strive to maximize risk-adjusted returns through the construction of higher quality, separately managed portfolios.

Securities utilized in this strategy include tax-exempt municipal bonds. We do not buy bonds subject to AMT. The average credit rating is AA. The maturity band utilized is 3-17 years, which allows us to capture additional yield on the curve without adding credit risk. Diversification has been a staple of our success; hence this strategy uses a wide variety of structures, purposes and sectors.

This strategy also employs our opportunistic approach.


Cash Management™

SHORT AND SWEET
The objective of the Cash Management strategy is income and safety, with a passive approach. The goal of this strategy is to produce yields above traditional money-market offerings. We use securities maturing in 13 months or less, with the goal of reducing volatility while providing income. The average credit rating is AA, however, we will on occasion buy securities that may be non-rated or rated other than the average. Cash Management employs a wide variety of structures, purposes, and sectors to maintain diversification.


 

Taxable Strategies


Taxable PLUS™

THE TAXABLE VERSION OF OUR ACCLAIMED TOTAL RETURN STRATEGY

Our taxable strategies are built to mirror the approaches of our tax-exempt offerings. We currently manage taxable portfolios for retirement accounts, pensions, foundations, not-for-profit organizations and tax-exempt entities. Our approach emphasizes income and safety in an actively managed portfolio.

Taxable PLUS™ is a Core Fixed Income strategy designed to prioritize income and capital preservation while seeking enhanced total return. The strategy uses a wide variety of structures, purposes and sectors to maximize risk-adjusted returns. The maturity band we utilize is 1-15 years. The average credit rating will range from AA to A. Securities utilized in this strategy primarily include taxable municipal bonds, corporate bonds, agencies and treasuries. The strategy can be tailored to meet the individual needs of the investor.


The strategy can be customized to meet the individual needs of the investor.
    


Taxable Ladder PLUS™

AN ACTIVE LADDER, ON THE TAXABLE SIDE OF THE LEDGER
Our taxable strategies are built to mirror the approaches of our tax-exempt offerings. We currently manage taxable portfolios for retirement accounts, pensions, foundations, not-for-profit organizations and tax-exempt. We believe in the concept that a defensive ladder structure is enhanced by an opportunistic overlay.

Taxable Ladder PLUS™ is an Intermediate Government/Credit strategy that prioritizes capital preservation and income generation. Utilizing a laddered structure, the strategy invests in high-quality taxable municipal bonds, corporate bonds, treasuries, and agencies, with an average credit rating of AA, and a typical maturity band of 1-12 years. Through active management, bottom-up research, and proactive portfolio positioning, the strategy identifies high-quality sectors offering relative value and excess yield, while minimizing duration risk to align with each investor’s unique financial goals.