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Top-Down Macro Economic Outlook

Our top-down outlook is determined by our Investment Committee. The Committee is comprised of senior investment professionals who bring a diversity of views to our outlook from the perspectives of their roles in portfolio management and analysis, research and trading.

While Breckinridge is opportunistic in security selection and portfolio structure, we are grounded in our heritage as an investment grade manager with focus on principal preservation. We seek to invest in high quality dividend paying equities and investment grade fixed income securities that generate reliable income.  Our fixed income portfolios tend to counterbalance riskier assets in periods of economic distress and uncertainty – as this is when consistent income and capital preservation typically matter most to investors.

Our mission is to work to provide the highest caliber of investment management. We believe that having this as our only investment mandate strengthens our capabilities in research, trading and portfolio management.