|Brasada U.S. Equity||S&P 500|
|1 Year Return:||14.96%||11.97%|
|3 Year Return:||40.18%||40.54%|
|5 Year Return:||57.58%||72.31%|
|Standard Deviation (Annual):||15.33%||15.76%|
|Standard Deviation (Monthly):||4.42%||4.55%|
|Downside Deviation (Monthly):||3.13%||3.51%|
This material is for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any projections, estimates, forecasts, targets, prospects, returns and/or opinions contained in these materials involve elements of subjective judgment and analysis and are based upon the best judgment of Brasada Capital Management as of the date of these materials. Brasada Capital Management does not take responsibility for such projections, estimates, forecasts, targets, prospects, returns and/or opinions. Any valuations, forecasts, targets, opinions and projections expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. No representation or warranty is given as to the achievement or reasonableness of, and no reliance should be placed on, any valuations, forecasts, targets, estimates, opinions or projections contained in these materials.
Information on this site, particularly any forward-looking statements, is based upon current market conditions which fluctuate, and may be superseded by subsequent market events or for other reasons. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed. Due to various risks and uncertainties, actual events or results or the actual performance of Brasada Capital Management may differ materially from those reflected or contemplated in such forward-looking statements and no reliance should be placed by prospective investors on any forward-looking statement and no responsibility is accepted in respect thereof.
In addition to management fees, the managed accounts will also bear its share of expenses and fees charged by underlying investments. The fees deducted herein represent the highest fee incurred by any managed account during the relevant period. Past performance is no guarantee of future results.
One cannot invest in an index. The performance of indices shown may not fully reflect management fees or other fees and expenses that may be incurred to invest in an indices' underlying securities. References to indices herein are for informational and general comparative purposes only. There are significant differences between such indices and the investment program of the managed accounts. The managed accounts do not invest in all or necessarily any significant portion of the securities, industries or strategies represented by such indices. References to indices do not suggest that the managed accounts will, or are likely to achieve returns, volatility or other results similar to such indices. Indices are not managed and have no fees and expenses. An investment cannot be made directly in an index.