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Robinson Tax Advantaged Income Fund Institutional Class (ROBNX)
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8.65
+0.04
+0.46%
- Morningstar Rating:
- Total Assets: 209.05M
Robinson Tax Advantaged Income Instl
8.65
+0.04
+0.46%
- Overview
- Profile
- Historical Data
- Holdings
Robinson Tax Advantaged Income Fund Institutional Class Overview
On this page you'll find an in-depth profile of Robinson Tax Advantaged Income Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of ROBNX among other information.
Investment Strategy
The investment seeks total return with an emphasis on providing current income, a substantial portion of which will be exempt from federal income taxes. Under normal market conditions, the fund pursues its investment objective by investing primarily in closed-end registered investment companies ("closed-end funds" or "CEFs") that invest primarily in municipal bonds. The CEFs, Mutual Funds and ETFs in which the fund invests primarily in investment grade municipal bonds, with an average rating of at least Baa3 or higher by Moody's or BBB- or higher by Standard & Poor's or Fitch Ratings.
Contact Information
Address
803 W. Michigan Street
Milwaukee,WI 53233
United States
Milwaukee,WI 53233
United States
Phone
(800) 207-7108
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| James C. Robinson | CEO | 2014 | Now |
| Biography | Mr. Robinson serves as the Chief Executive Officer and Chief Investment Officer of Robinson Capital Management, LLC. Mr. Robinson oversees the day-to-day operations and activities of Robinson Capital Management, LLC, including its investment strategies and processes, risk management, regulatory compliance, asset allocation modeling, external manager due diligence and selection, trading, and personnel. Prior to founding Robinson in 2012, Mr. Robinson was Chief Executive Officer and Chief Investment Officer of Telemus Capital Partners, LLC and its subsidiary Beacon Asset Management, LLC. Earlier, Mr. Robinson served for five years as the Chairman and CEO of Munder Capital Management and President of the Munder Funds. From 1987 to 1999, Mr. Robinson served as Executive Vice President and Chief Investment Officer-Fixed Income with Munder Capital Management. Mr. Robinson holds an MBA from Carnegie Mellon University, as well as a BBS in Finance and Economics from Wayne State University. | ||
| Jonathan P. Browne | Portfolio Manager | 2020 | 2022 |
| Biography | Mr. Browne serves as a Portfolio Manager as well as Director of Closed-End Fund Research and Trading for Robinson Capital Management. He jointly oversees the day-to-day management of the Fund, including its investment strategies and processes, risk management, regulatory compliance, asset allocation modeling, external manager due diligence and selection, and trading. Prior to joining Robinson Capital, Jonathan worked as an Associate Portfolio Manager for Federated Investors, Inc. In that role, he helped manage several income focused, multi-asset class funds and SMA portfolios. In addition to his portfolio management responsibilities, Jonathan also served as a Research Analyst, providing fundamental equity research across various industries. Previously, Jonathan worked for three years as a Senior Consultant at FactSet Research Systems Inc., where he developed proprietary models and streamlined investment processes for institutional investors, such as hedge fund managers, plan sponsors, and private wealth advisors. Jonathan holds both a BS and MBA in Finance and Economics from Carnegie Mellon University. | ||
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