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Advancing the Pursuit of Income

EXPLORE OUR INVESTMENT CAPABILITIES

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Fixed Income

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

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Dividend Income

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

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Sustainable

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

2023 Corporate Sustainability Report

We are pleased to share our 2023 Corporate Sustainability Report. Our 2023 CSR highlights work we have undertaken during the year as defined by the values we hold as a company, as employees, and as members of our communities.

View CSR

OUR LATEST THINKING

2023 Issuer Engagement Report

Our engagement efforts this year demonstrated that issuers of corporate and municipal securities across sectors recognize the risks associated with climate change and other ESG factors that can affect operational and financial performance.

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Read more about 2023 Issuer Engagement Report

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.

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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.

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Read More about 2024 Municipal Market Outlook

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

Ruth Ducret

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

Jeffrey Glenn

Co-Head of Portfolio Management, oversees multi-sector 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.

Meet the team

STAY INFORMED WITH OUR LATEST

Insights