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Vice Free

Vice Free Customization

  • Benchmark Bloomberg Intermediate US Gov/Credit or Bloomberg Managed Money Short/Intermediate

Breckinridge’s vice screen can be applied to our multi-sector and tax-efficient strategies and leverages our expertise in tailoring portfolio composition to meet specific investment objectives. The customization, when applied to our multi-sector strategies, excludes companies deriving more than 5% revenues any of the following sources: Alcohol, Tobacco, Civilian Firearms, or Gaming. In multi-sector or tax-efficient strategies, the customization excludes municipal bonds secured by tobacco, alcohol, firearms, or gaming revenues.

 

 

*Alcohol, Tobacco, Civilian Firearms, or Gaming can be applied as a unit, or individual screens. Although Adult Entertainment is not included in the standard Vice Screen, it can be added to this grouping, as well. Utilizes screens (or combinations thereof) created and maintained by MSCI Business Involvement tool.

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Our Portfolio Management Team

Matthew Buscone Headshot

Matthew Buscone

Co-Chief Investment Officer

Jeffrey Glenn Headshot

Jeffrey Glenn

Co-Chief Investment Officer

Eric Haase Headshot

Eric Haase

Senior Portfolio Manager

Khurram Gillani Headshot

Khurram Gillani

Senior Portfolio Manager

Maggie Fitzpatrick Headshot

Maggie Fitzpatrick

Portfolio Manager

Erin Nicholls Headshot

Erin Nicholls

Portfolio Manager

Andressa Tsaparlis Headshot

Andressa Tsaparlis

Associate Portfolio Manager

Patrick Araujo-Lipine Headshot

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.