Belle Haven Investments, a boutique fixed income manager with $16 billion under management, announced today that Matt Dalton, CEO & CIO, has deployed an additional personal investment into the Transamerica Intermediate Muni Fund (TIMUX). Matt Dalton is currently one of the Portfolio Managers for the Fund, which invests in the intermediate municipal bond space, where the Firm is seeing a tremendous buying opportunity at the moment. This investment follows Mr. Dalton’s investment in the Transamerica High Yield Muni Fund, another fund for which he sub-advises on, last week.
Speaking candidly this morning, Matt said “It’s a buyer’s market, not a seller’s. Does anyone out there have the stomach for it?”
Matt Dalton has worked exclusively in the fixed income asset class since 1985. He joined Belle Haven Investments in 1996 and assumed his current position as CEO & CIO in 2002, utilizing his years of experience in the institutional muni market to launch and guide the firm in the direction of investment management. As the lead portfolio manager for all of Belle Haven’s strategies, Matt has helped the Firm earn recognition and awards from Lipper and PSN Top Guns. Matt was named the top portfolio manager in the United States by Citywire for his management of the Transamerica Intermediate Muni mutual fund for the period of 9/30/2014 – 9/30/2019.
The Transamerica Intermediate Muni Fund is sub-advised by Belle Haven Investments and has over $2.7 Billion in AUM as of 1/31/2022. Matt Dalton, Cara Grealy and Max Christiana are the Portfolio Managers. The Fund is actively managed and seeks to maximize total return through a combination of current income that is exempt from federal income tax and capital appreciation.
Belle Haven Investments is an independent, employee-owned money manager specializing in separately managed taxable and tax-exempt fixed income portfolios. The firm also serves as a sub-adviser on the Transamerica Intermediate Muni Fund and the Transamerica High Yield Muni Fund. Belle Haven has been managing portfolios since 2002. The firm is uniquely committed to serving Consultants and Advisors along with the Institutions, Foundations, Family Offices and High Net Worth individuals whom they represent. The team’s expertise and focus in one asset class has resulted in award-winning strategies. Belle Haven is a Registered Investment Advisor with the Securities Exchange Commission (SEC).
For more information, please visit www.bellehaven.com.
