Predict your next investment

INTERNET | Internet Software & Services / Search
munax.com/index.htm

See what CB Insights has to offer

Stage

Other Investors | Alive

About Munax

High performance search engine, search engine products, seo, emerging technologies today, Page and Document Search, Multimedia Video Audio Music Search, Site Search

Munax Headquarter Location

Artillerigatan 6

114 51,

Sweden

Latest Munax News

SWBC Investment Company Partners with AlphaCentric Funds

Mar 1, 2021

March 1, 2021 SWBC Investment Company and AlphaCentric Advisors LLC announced that SWBC Investment Company has assumed responsibility as investment sub-advisor of the AlphaCentric Municipal Opportunities Fund (MUNAX|MUNCX|MUNIX) (the “Fund”). The Fund seeks to produce above average tax-exempt income while attempting to protect investors in periods of volatile interest rate environments and widening spreads. AlphaCentric Advisors LLC will continue as the Fund’s investment advisor. “Through our partnership with AlphaCentric, we will continue to create innovative, distinct, Alpha-driven investment strategies that investors will find make a great complement to their existing investment holdings,” said  John Tuohy , CEO of SWBC Investment Company. “AlphaCentric’s noteworthy distribution support and robust suite of innovative solutions, makes the firm an ideal partner as we continue to expand our presence in the U.S. marketplace.” “We are pleased to be partnering with SWBC Investment Company on the Muni Fund,” said Jerry Szilagyi, Managing Member of AlphaCentric Advisors LLC. “SWBC has significant resources to bring to the Fund which will be very beneficial to the Fund shareholders.” SWBC Investment Company is also pleased to introduce Roberto Roffo, the Managing Director and Lead Portfolio Manager for SWBC Investment Company. He’s been the portfolio manager of the Fund since inception. “The addition of Roberto Roffo to our Investment Company will continue to broaden our suite of investment offerings made available to investors,” said Tuohy. “Roberto’s history of success in managing income-oriented portfolios is a great fit to our existing team.” Roffo has more than 25 years’ experience in the Municipal Bond arena and has been a consistent innovator with the use of derivatives to enhance performance of many strategies he has managed. He has extensive portfolio management experience managing many types of funds and strategies over his career, which includes being part of a team that was responsible for raising over $50 Billion in tax-exempt and taxable fixed-income assets. “I have never felt so welcomed or supported in my career, and I look forward to helping the team at SWBC Investment Company incorporate a world-class asset management strategy,” said Roffo. Roffo has also been recognized by Lipper Analytics and Morningstar for category leading performance. He holds a Bachelor of Arts in Economics and English from the University of Massachusetts Boston. Roffo also holds multiple industry FINRA licenses. There will be no material changes to the investment objectives or strategies of the Fund as a result of the sub-advisory appointment.

Predict your next investment

The CB Insights tech market intelligence platform analyzes millions of data points on venture capital, startups, patents , partnerships and news mentions to help you see tomorrow's opportunities, today.

CB Insights uses Cookies

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.