The Upside of Down Markets
The Upside of Down Markets
The Upside of Down Markets
Second Quarter of 2024
Market Reflections If the story of 2023 was the “Magnificent 7” then there is a strong argument to...
Passive Perils: The Magnificent Seven
“The less prudence with which others conduct their affairs, the greater the prudence with which we...
First Quarter of 2024
2023: Lessons Learned Last year can best be characterized as a year of surprising resilience....
The Importance of Long-term Thinking
“The single greatest edge an investor can have is a long-term orientation.” - Seth Klarman “Only by...
2024 Annual Clients and Friends Dinner Replay
We're delighted to share with you a replay of Brasada Capital Management’s Annual Client and...
Quarter 4 2023: Preferred Securities Update
Amidst the backdrop of rising interest rates, we wanted to provide an update on our preferred...
2023 Update on Municipal Bonds
Municipal bonds have displayed remarkable resilience amid rising interest rates so far,...
Brasada's CEO Mark McMeans to moderate CFA society of Houston's annual dinner
We are pleased to announce that Brasada Capital Management's Chief Executive Officer and...
Fourth Quarter of 2023: Possibly A Rare Quadruple Axel
I want to welcome the clients of GCI Investors, which recently merged into Brasada. GCI was started...
2023: Full Year Update
Dear Clients, We have a couple of things to cover before we begin our year-end update. Firstly, we...
Third Quarter of 2023: Global Uncertainty
Our annual client meeting will take place on the evening of February 22, 2024, at the Briar Club in...