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Offering investment grade multi-sector and sector-focused bond strategies in short, limited, intermediate, long and broad durations.
Targets high quality, large cap companies with a strong record of paying dividends.
Emphasizes environmental, social and governance (ESG) performance by targeting issuers with above average and improving ESG profiles as well as values-aligned solutions.
We believe the municipal bond market takes a lot of patience, persistence, and expertise due to the markets constant ebbs and flows. Learn more about how we manage personalized bond portfolios at Breckinridge in our latest video.
Watch VideoWe believe increasing bond market volatility highlights the need for proactive tax-loss harvesting and tax-loss crossing in bond portfolios throughout the year, rather than waiting until tax-season or year-end.
Fixed income has played an important role in an investor’s overall asset allocation strategy.
We believe investors can do better now in the current environment with a more active approach to municipal bond portfolio management.
Co-Chief Investment Officer, oversees the development of the investment strategy within the Investment Committee.
When clients think of Breckinridge, I think they value that we have stayed true to our investment philosophy since our founding 20 plus years ago.
Meet Jeffrey
Director, Environmental, Social and Governance (ESG) Research, leads the firm’s integration and analysis of ESG factors.
Being one of the first, if not the first, in the industry to integrate ESG in investment-grade fixed income, we wanted to make sure we were innovative and thoughtful in our integration approach.
Meet Robert
Co-Head of Research, leads the firm’s corporate research efforts.
Research is at the core of what we do at Breckinridge. Half of our investment team consists of research analysts. We have a strong research culture here.
Meet Nicholas
