Our Strategies

PORTFOLIO CONSTRUCTION

Brasada offers a range of investment strategies across diverse asset classes and risk profiles.
Our team uses these customized strategies to build a personalized portfolio that aligns with
your individual needs and risk tolerance.

Brasada Equities

EQUITIES

Brasada US Equity

Friedberg Focused Equity

Friedberg Dividend Growth

Friedberg Equity Income

 

Brasada Bonds

BONDS

Brasada Municipal Bond

Brasada Corporate Bond

Cash Management

Brasada Alternatives

ALTERNATIVES

Brasada Long-Short Equity Fund, LP*

Brasada Preferred Income

 

 

*for accredited investors only

INVESTMENT STRATEGIES

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RISK MANAGEMENT

Characteristics we seek to avoid:

  • Highly indebted
  • Abnormally expensive valuation
  • No growth
  • Lack of competitive differentiation (e.g., commoditized assets)
  • Unproven management team and/or team with a questionable past
  • High customer concentration
  • High turnover in the C-Suite unless driven by a new CEO
  • Black box business models that are difficult to understand
  • Uses small unknown auditors
  • High short interest
  • Poor capital allocation
  • Deteriorating economics