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Advancing the Pursuit of Income
EXPLORE OUR INVESTMENT CAPABILITIES
Fixed Income
Offering investment grade multi-sector and sector-focused bond strategies in short, limited, intermediate, long and broad durations.
Dividend Income
Targets high quality, large cap companies with a strong record of paying dividends.
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
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.
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.
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.
INNOVATION DRIVEN BY
Our People
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 RuthAdam 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 AdamJeffrey 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