Funds

• Brasada Long-Short Equity

Managed Accounts

• Brasada U.S. Equity
• Brasada Preferred Income
• Brasada Municipal Bond
• Friedberg Focused Equity
• Friedberg Dividend Growth
• Friedberg Equity Income

Brasada seeks to maximize absolute returns with managed volatility through appropriate long-short equity investments and derivative instruments. The strategy implements a multi-step investment process beginning with idea generation based on qualitative and quantitative screens, followed by an in-depth, bottom-up research process focused on Earnings, Quality, and Valuation (“EQV”).

This strategy is led by Brasada’s co-founder, Gabe Birdsall, who brings over 18 years of experience in equity and derivative investing over various market cycles. Prior to Brasada, Gabe led the research effort for the AIM Weingarten Fund ($15 billion AUM) and was the lead manager for the AIM Global Aggressive Growth Fund ($1 billion AUM).