The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website. The content on this website is not intended for use or distribution outside of the U.S., unless permitted by applicable law.

Home

Advancing the Pursuit of Income

EXPLORE OUR INVESTMENT CAPABILITIES

Connection Icon

Fixed Income

Offering investment grade multi-sector and sector-focused bond strategies in short, limited, intermediate, long and broad durations.

Connection Icon

Dividend Income

Targets high quality, large cap companies with a strong record of paying dividends.

Connection Icon

Sustainable

Emphasizes environmental, social and governance (ESG) performance by targeting issuers with above average and improving ESG profiles as well as values-aligned solutions.

OUR LATEST THINKING

Changing Landscape in Bond Investing

With the era of easy money fading in the rear view mirror and a Fed tightening cycle coming to an end, a favorable rate environment is improving investor sentiment towards fixed income.

Read more
Read more about Changing Landscape in Bond Investing

2024 Municipal Market Outlook

The muni market enters 2024 with stable credit fundamentals, supportive demand/supply dynamics, and low M/T ratios and compressed credit spreads.

Read More
Read More about 2024 Municipal Market Outlook

Enhancing Portfolio Resilience Amidst Climate Change

The net zero transition is underway, and the immense size of commitments and spending alone requires investors to evaluate its impact on the global economy, financial markets, and corporate finance.

Read more
Read more about Enhancing Portfolio Resilience Amidst Climate Change

INNOVATION DRIVEN BY

Our People

Adam Stern

Co-Head of Research, leads the firm’s municipal research efforts and sits on the Investment and Executive Committees.

First and foremost, my role is to help our clients’ protect their capital. At Breckinridge, we are managing clients’ “safe” money, and we take that obligation very seriously.

Meet Adam

Timothy Coffin

Director of Sustainability, leads the firm’s corporate sustainability efforts and helps develop the firm’s strategic partnerships.

Breckinridge embraces sustainability not only in our business philosophy, but also in our investment philosophy. We firmly believe that analyzing material ESG factors and integrating that into our research process makes us smarter investors.

Meet Timothy

Matthew Buscone

Co-Head of Portfolio Management, oversees municipal bond portfolio management.

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

Get to know Breckinridge.

Meet the team

STAY INFORMED WITH OUR LATEST

Insights