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Managing high-quality fixed income
separate account portfolios for over 23 years.

HERE'S WHAT WE'RE ABOUT

High-Quality Fixed Income Focus

Since our founding, Breckinridge has focused exclusively on managing high-quality fixed income portfolios for clients.

CUSTOMIZED SEPARATE ACCOUNTS

At Breckinridge, all portfolios are managed in separate accounts. We believe that separate accounts offer important benefits to our clients.

INTENSE CREDIT ANALYSIS

Rigorous, independent research is a hallmark of Breckinridge, driving security selection and ensuring that holdings meet our standards for risk and return.

EXPERTS IN ESG INTEGRATION

We believe that there is a powerful investment case for sustainability, and we view ESG factors as critical in our investment research and analysis.

EMBRACING TECHNOLOGY

Breckinridge’s commitment to innovation and technology continues to bring more impact, agility and efficiency to our client portfolios.

People

INNOVATION DRIVEN BY

Our People

Peter Coffin

President and Founder, has steadily grown Breckinridge through a unique take on high-quality fixed income investing.

Rather than innovating to create novel investment products, Breckinridge leverages new technology to continuously improve our caliber of fixed income management.

Meet Peter

Christopher Day

Senior Vice President of Consultant Relations, helps strengthen and manage the firm’s relationships and business development.

At Breckinridge, there is no separation between business development and relationship management, and I think having this consistent point of contact has helped us develop strong, long-lasting relationships.

Meet Christopher

Jeffrey Glenn

Senior Vice President and Co-Head of Portfolio Management, oversees government credit portfolio management and sits on 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

Get to know Breckinridge.

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Insights

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High-Quality Fixed Income Focus

Breckinridge strives to provide solid fixed income returns, especially in periods of economic distress and uncertainty when riskier assets, such as equities, are out of favor. These are the times when fixed income returns are likely to matter most to investors.

While we are opportunistic and always look to add value and return, we are disciplined in limiting risk and remaining faithful to our mandate of providing a safe, reliable source of income and capital.

Since inception, Breckinridge has never strayed from this mandate.

CUSTOMIZED SEPARATE ACCOUNTS

Breckinridge strongly believes in the merits of owning fixed income securities directly.

A portfolio of individual bonds provides a reliable cash flow of income and capital that is earned independent of the market. This is an important way in which bonds can meaningfully counterbalance riskier assets and provide a safe haven in times of market dislocation.*

Breckinridge has placed significant resources into systems that allow us to efficiently build, manage and customize separate accounts to properly align with each client's objectives, risk tolerances and liquidity needs.

*Assumes no bond issuer defaults, which are rare among investment-grade bond issuers.

INTENSE CREDIT ANALYSIS

Far more than a formality, the proprietary credit research opinions of our experienced analyst team provide critical input on existing and prospective bond investments.

With an investment philosophy that centers on striking the right balance between mitigating risk and pursuing return, in-depth credit research forms the core of our investment process. Our analysts conduct intense bottom-up analysis to ensure that our investments meet our high standards for risk and return.

In conducting research, we aim to gain the broadest, most comprehensive view of an issuer. To that end, we never stop challenging ourselves to intensify the rigor of our analysis. It’s a relentless pursuit that continues to push our credit research forward. 

EXPERTS IN ESG INTEGRATION

We are leaders in integrating environmental, social and governance (ESG) factors into fixed income analysis and we are deeply committed to continuous innovation in sustainable and impact investing.

We believe that ESG integration enables us to gain deeper insight into the underlying risk and value of an investment. As high-quality fixed income investors, we prioritize long-term value creation over short-term market gains, and we believe that ESG considerations align with this perspective.

We integrate ESG research and analysis across all of our assets under management and offer clients a range of specifically designated sustainable strategies that emphasize ESG.

Related ESG Insights

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How ESG analysis helps us develop deep insights that drive smart investment decisions.

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VIEW ALL ESG INSIGHTS

EMBRACING TECHNOLOGY

Breckinridge is constantly enhancing the systems and technology that form the backbone of our investment process.

We recognize that the portfolios we manage are often the bedrock of our clients' investment portfolios, so we understand how important it is for us to execute at the highest level. Breckinridge is committed to innovation in order to keep strengthening our caliber of high-quality fixed income management.

My team’s goal is to exhaust every opportunity we have to make things better. Anything we can do to make this business more successful, we will do that.

Jesse Starks, CTO