Fourth Quarter of 2023: Preferred Securities Update
Amidst the backdrop of rising interest rates, we wanted to provide an update on our preferred holdings. Last year, we moved into preferred stocks in reaction to the upward pressure on interest rates…
Fourth Quarter of 2023: Update on Municipal Bonds
Municipal bonds have displayed remarkable resilience amid rising interest rates so far, outperforming most yield-related assets. They even weathered the recent government shutdown scare without much ado…
Fourth Quarter of 2023
I want to welcome the clients of GCI Investors, which recently merged into Brasada. GCI was started as a Registered Investment Advisor twenty-seven years ago with a remarkably similar mission to Brasada’s and that was to help clients achieve their investing goals by creating customized portfolios of well-researched stocks having long-term time horizons…
GCI Investors: 2023 Full Year Update
We have a couple of things to cover before we begin our year-end update. Firstly, we are now two months into our new partnership with Brasada and thus far things have gone better than we could have imagined…
Third Quarter of 2023
Our annual client meeting will take place on the evening of February 22, 2024, at the Briar Club in Houston….
Second Quarter of 2023
As we cross the midpoint of 2023, the economy has proven itself to be much more resilient than expected. Despite the run-up in interest rates over the course of the last year and a half, consumer spending has remained strong, with shoppers eagerly spending and hitting stores and travel destinations with what seems to be a carefree spirit…
2023 Annual Clients and Friends Dinner Replay
We are excited to offer you the replay from the 2023 Brasada Capital Management Client and Friends Dinner, held at The Briar Club on March 30th…
First Quarter of 2023
The first quarter of 2023 was looking like a small reprieve from 2022. Silicon Valley Bank then had a 1930’sstyle bank run and failed to issue equity to save itself…