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Forward-Looking Fixed Income Investing

HERE'S WHAT WE'RE ABOUT

Investment Grade Fixed Income Focus

Since our founding, Breckinridge has focused exclusively on managing investment grade fixed income portfolios for clients.

CUSTOMIZED SEPARATE ACCOUNTS

How you invest matters. At Breckinridge, we believe customized 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 to 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 investment-grade 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

Phillip Newell

Executive Vice President of Consultant Relations, leads the firm’s business development and relationship management efforts.

Over the past twenty years, we have continued to expand our customization abilities, but I think what’s most important is not our ability to customize, but our willingness to customize.

Meet Phillip

Adam Stern

Senior Vice President and Co-Head of Research, leads the firm’s municipal research efforts and sits on the Investment Committee.

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

Get to know Breckinridge.

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Insights

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Investment Grade 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 trying to limit risk and remaining faithful to our mandate of seeking a safe, reliable source of income and capital for our clients.

Since inception, Breckinridge has never strayed from this mandate.

Learn more about our dedication to investment grade fixed income

CUSTOMIZED SEPARATE ACCOUNTS

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

A portfolio of individual bonds helps provide 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 customized 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.

Learn more about our commitment to customized separate accounts

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 help push our credit research forward. 

Learn more about our rigorous credit analysis

EXPERTS IN ESG INTEGRATION

We are among the 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 investment grade 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.

Learn more about our ESG integration philosophy and capabilities
Related ESG Insights

Why ESG Integration Matters

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

ESG Integration and Investment Excellence

While ESG is increasingly in demand, its true merit rests in investment excellence

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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 investment grade 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
Learn more about our culture of innovation