Most of us have a basic understanding that the future is uncertain. Maybe the stock market will crash tomorrow, or maybe a war will break out somewhere, or maybe there will be a global pandemic. We know that more things can happen tomorrow than will…

We're delighted to share with you a replay of Brasada Capital Management’s Annual Client and Friends Dinner. Each year this event stands out as a highlight, bringing our valued clients and friends together in a gathering filled with insight and fellowship…

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…

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…

We are pleased to announce that Brasada Capital Management's Chief Executive Officer and Co-Founder, Mark McMeans, will be moderating the CFA Society of Houston's annual Dinner on February 7th…

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…

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…

Our annual client meeting will take place on the evening of February 22, 2024, at the Briar Club in Houston….

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…

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…

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…

Our annual clients and friends’ dinner will be held at the Briar Club in Houston on March 30, 2023. Our in-person speaker will be Dan Clifton of Strategas Research Partners…

The first nine months of ’22 have witnessed a nasty bear market as the world’s central banks have aggressively moved to hike interest rates and withdraw liquidity to combat inflation….

2022 has been a brutal year for the global stock and bond markets. It is the worst start to the year for the S&P 500 since 1970…

The first quarter of 2022 brought about a sea change of events that hasn’t occurred in decades…

2021 was a great year for the US stock market and a great year for all of our equity strategies…

During the third quarter, the market witnessed a doubling from last year’s pandemic-induced panic lows. This was the fourth fastest time for the market to gain 100% and the fastest occurrence since the Great Depression…

The US economy continued its rapid rebound in the 2nd quarter as we quickly transitioned from lockdown to a strong economy…

A year ago Congress passed a $2 trillion stimulus package to mitigate the economic damage caused by the coronavirus pandemic…

As we approach each year-end, one of my traditions is to read Wall Street strategists’ predictions on what to expect in the coming year…