Strategies: Friedberg Focused Equity

Brasada pursues long-term investment objectives with a patient, prudent style of investing. We buy only publicly traded securities and focus on well-managed companies. We make independent investment decisions through use of our own analytical research efforts, which include visiting companies and meeting with executives.

In pursuit of growth objectives, we offer our Focused Equity strategy which concentrates on relatively young companies with a competitive edge in the marketplace and ample room for expansion. A typical Focused Equity portfolio contains 15 to 20 stocks across a variety of industries.

The strategy has a 37 year track record with a compounded annual growth rate of 13.2%.

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