Gregory A. Gizzi discusses Delaware Investments. Mr. Gizzi invests in the municipal market. He had modest expectations for 2016, but so far, returns are on pace to beat expectations. Rather than allow macro events to dictate the investment strategy, Mr. Gizzi focuses on income, which he believes is the key driver of total returns over the long term. The portfolio structure is driven by a bottom-up fundamental credit process. According to Mr. Gizzi, the portfolio tends to be overweight the lower investment grades. Right now, he is finding value in revenue bonds, MSA tobacco bonds, health care and transportation issues. As for investors in the municipal bond market, Mr. Gizzi’s advice is to diligently reinvest coupon interest because the compounding effect will increase the ultimate return.
Full interview available here.
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