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Catholic Values

Catholic Values Customization

Benchmark Bloomberg Intermediate US Gov/Credit

Breckinridge’s Catholic Values customization can be applied to our sector-focused and multi-sector strategies and leverages our expertise in tailoring portfolio composition to meet specific investment objectives. The customization excludes corporate issuers flagged by MSCI's United States Conference of Catholic Bishops (USCCB) Socially Responsible Investment Guidelines* It also excludes municipal issuers associated with hospitals or research institutes.

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For more information on performance, customization and other characteristics please submit this form and a member of our Client Relations team will be in touch.

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Our Portfolio Management Team

Matthew Buscone

Co-Chief Investment Officer

Jeffrey Glenn

Co-Chief Investment Officer

Eric Haase

Senior Portfolio Manager

Khurram Gillani

Senior Portfolio Manager

Maggie Fitzpatrick

Portfolio Manager

Erin Nicholls

Portfolio Manager

Andressa Tsaparlis

Associate Portfolio Manager

Patrick Araujo-Lipine

Associate Portfolio Manager

There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.