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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.
Senior Municipal Research Analyst, analyzes state and local government issuers, the tax-backed and non-profit hospital sectors.
I enjoy uncovering aspects of issuers that are not in published rating agency reports and helping drive better investment decisions.
Meet Ruth
Co-Chief Investment Officer, oversees the development of the investment strategy within the Investment Committee.
I’ve been with Breckinridge for over 15 years and I never would have imagined that we would have been able to put as many ideas into practice as we have.
Meet Matthew
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
