Strategies: Brasada U.S. Equity

Brasada’s equity strategies seek to outperform the S&P 500 Index, net of fees, with less volatility than the index during the period.

Our equity investments combine diversified portfolio construction with high-quality stock selection. We focus on companies with sector tailwinds, competitive market positions, attractive financials, and substantial long-term earnings growth prospects that can be purchased at a justified valuation. Additionally, we utilize investment vehicles including exchange traded funds (ETFs), mutual funds, and closed-end funds, when appropriate.

Rigorous research, disciplined fundamental analysis, and the ability to identify growing trends are the cornerstone of our investment process. We uphold a team-based approach and discuss our investments thoroughly among the group.

Click here to review past performance of this, other funds and managed accounts.