David Shahrestani, CFA 7/1/25 David Shahrestani, CFA 7/1/25

Second Quarter of 2025

Find out more from our investment team on our second quarter recap, changes made and insights into a few businesses we’ve added to our strategies.

Brasada Capital Management 7/1/25 Brasada Capital Management 7/1/25

Portfolio Management Investor Deck

Guy Davis, CFA 4/9/25 Guy Davis, CFA 4/9/25

Understanding Tariffs

Read more on our dive into tariffs and its economic impact, rationale and controversies.

Jonathan Reichek, CFA 4/7/25 Jonathan Reichek, CFA 4/7/25

First Quarter of 2025

Dear Clients and Friends,

Thursday and Friday marked the 4^th time in the last 50 years when the S&P 500 had a 2-day drop of over 10%. The other 3 times were October of 1987 (Market Crash), November of 2008 (Financial Crisis), and March 2020 (COVID). This one is different in that it is self-inflicted…

Will Porter 2/12/25 Will Porter 2/12/25

Timing Isn't Everything

Inevitable as time itself, are the questions of “when do I sell?” and “when do I get back into the market?”. When the market turns and you see it impacting your portfolio, the thought is only natural - to ease the pain…

Brasada Capital Management 2/3/25 Brasada Capital Management 2/3/25

Company Update and Investment Outlook

Our CEO, Mark McMeans, gives a recap of his 2025 Client Luncheon presentation which includes a review of the past year and a market outlook for the year ahead.

Brasada Capital Management 1/31/25 Brasada Capital Management 1/31/25