Belle Haven Investments, L.P. (Belle Haven)
A fixed income specialist that focuses on preserving client principal while striving to deliver compelling risk-adjusted returns.
Investment process and philosophy
Belle Haven employs a bottom-up approach that starts with aggregating portfolio needs for each strategy based on filters including duration, state, maturity, and average rating. Its active management seeks to reduce risk and enhance total return, regardless of interest rate cycles and market conditions.
Transamerica funds offered
Transamerica Intermediate Muni
Seeks to maximize total return through a combination of current income that is exempt from federal income tax and capital appreciation.
Transamerica High Yield Muni
Seeks to maximize total return through investment in medium- and lower-grade municipal securities that are exempt from federal income tax.
Mutual funds are subject to market risk, including the loss of principal. Past performance is not indicative of future results.
Mutual Funds are sold by prospectus. Before investing, consider the funds' investment objectives, risks, charges, and expenses. This and other important information is contained in the prospectus. Please click here, or contact your financial professional to obtain a prospectus or, if available, a summary prospectus containing this information. Please read it carefully before investing.
The COVID-19 pandemic has caused substantial market disruption and dislocation around the world including the U.S. During periods of market disruption, which may trigger trading halts, the fund’s exposure to the risks described elsewhere in the prospectus will likely increase. As a result, whether or not the fund invests in securities of issuers located in or with significant exposure to the countries directly affected, the value and liquidity of the fund’s investments may be negatively affected.
Transamerica Funds are advised by Transamerica Asset Management, Inc. (TAM) and distributed by Transamerica Capital, Inc. (TCI) member of FINRA.
Transamerica companies and Belle Haven are not affiliated companies.
1801 California St. Suite 5200, Denver, CO 80202.