Belle Haven

Independent asset manager specializing in separately managed taxable and tax-exempt fixed income SMAs.

[Belle Haven @BelleHavenInv]

On the latest episode of @Debtwire Municipals’ The Muni Lowdown, our own Dora Lee, Director of Research at Belle Haven, joins Paul Greaves and Kunal Kamal to discuss the outlook for the municipal market.

🎧Tune in here: https://t.co/SDvL0yuY1h

[Belle Haven @BelleHavenInv]

“Investors should take comfort in the myriad of fiscal controls that are embedded into law to enforce fiscal discipline upon the city,” said Dora Lee, Director of Research at Belle Haven Investments

https://t.co/6izMHxZBg6

#NYC #Mamdani #Bonds #munis #muniland #fixedincome

[Belle Haven @BelleHavenInv]

Belle Haven Investments Ranked Among the Top 300 Money Managers in @pensionsnews 2025 Largest Money Managers report.

https://t.co/1cZ2yiNJ5m

[Belle Haven @BelleHavenInv]

https://t.co/xjIwBDmhEX

[Belle Haven @BelleHavenInv]

We’re proud to be a Great Place To Work Certified company for the fourth consecutive year! Check out what our employees say makes working here so great: https://t.co/nOlQ5TdvEr
#GPTWcertified @GPTW_US

[Belle Haven @BelleHavenInv]

Belle Haven’s Dora Lee joined @BloombergTV to discuss LADWP’s $1B bond deal—its first since the January wildfires—and what it means for the muni market.

Watch the segment: https://t.co/X2Gze5joTQ

#Munis #FixedIncome #BloombergTV #BelleHaven

[Belle Haven @BelleHavenInv]

Belle Haven named #PSN Top Guns Manager of the Decade 2024. "Annual award recognizes tremendous achievement in separately managed accounts." https://t.co/EnFE3Myxke

[Belle Haven @BelleHavenInv]

Go Team! Belle Haven Investments was named one of the 2025 Best Places to Work in Westchester by @914INCBusiness and @BestCompaniesGP. This is our second year in a row being named to this list.

https://t.co/zvNeor1NNC

[Belle Haven @BelleHavenInv]

We’re thrilled to be named one of @finplan Best Places to Work in Money Management! 🎉

At Belle Haven, our success stems from our people—their dedication, innovation, and collaborative spirit make all the difference.

https://t.co/dzj306kBZr

[Belle Haven @BelleHavenInv]

“Setting aside the recent market volatility, we do expect strong investor demand,” said Dora Lee, Director of Research at Belle Haven Investments. “The Rose Bowl name definitely will attract more interest, especially with retail accounts.”

https://t.co/JQK9aFSMVZ

[BAM Mutual @BAMutual]

What's ahead for #muniland investors after record YTD new-issue volume? Tune in to the latest @AssetTVUS #FixedIncomeSummit for updates and insights from @BelleHavenInv @BAMutual.

Full summit: https://t.co/TAM1orRTEj

Direct Link to Muni content: https://t.co/jhGhhLcWJN

[Belle Haven @BelleHavenInv]

#NJ Transportation Trust Fund Authority issued $3.2 billion in tax-exempt and taxable #bonds to refinance its higher-cost debt, a trend among #municipal issuers seeking to secure financing before potential market volatility due to the upcoming US election.
https://t.co/OvpdMvymzh

[Belle Haven @BelleHavenInv]

In a high-tax state like NY, tax-exempt muni bonds continue to attract strong interest.

“The heavy demand was a result of a new name coming to market,” with fans and investors alike seeking these rare, high-yield opportunities.

https://t.co/7smq02H4ow

[Belle Haven @BelleHavenInv]

“These next couple of weeks are basically the last chance to stock up on decent yields,” said Dora Lee, our Director of Research.

https://t.co/P2YawtIgqA

[Belle Haven @BelleHavenInv]

Director of Investment Solutions, Stan Sattler, spoke at the @Wealth__Edge conference this week, where he provided valuable insights into the growing trend towards SMAs, attributing it to the “wealth effect.”

https://t.co/ixGXp8hwBs

[Belle Haven @BelleHavenInv]

Virginia Beach tapped the municipal bond market to help fund a surf-park development backed by multi-Grammy award winning artist Pharrell Williams. https://t.co/me4SaPxwfh via @markets

[Belle Haven @BelleHavenInv]

“Strong investor demand for the Brightline deal highlights just how starved the high-yield market is for big liquid names,” said Dora Lee, Director of Research at Belle Haven Investments.
https://t.co/30g7aqkoYX via @markets

[Belle Haven @BelleHavenInv]

“Demand for tax exempt paper is even more appealing after everyone is reminded of their tax liabilities at tax time,” Dora Lee said.

https://t.co/IEKqwqelFN

[Belle Haven @BelleHavenInv]

“When rates were high there were issuers on the sidelines, but it seems that we’re at the end of that waiting period.” Dora Lee, Director of Research

https://t.co/xvRpdBgvva

[Belle Haven @BelleHavenInv]

“Talks of increased taxes to close budget gaps at both the state and federal levels will only make tax exempt securities more attractive in the long run,” said Belle Haven’s Dora Lee.

https://t.co/L133lkJFQ6