Brasada Capital Management Market Research Report

Company Overview

Name

Brasada Capital Management

Mission of the Company

Brasada Capital Management’s mission is to serve its exclusive clientele by providing research and care typically reserved for institutions and ultra-high-net-worth individuals. They aim to achieve this through:

Establishing a mutual understanding of objectives with clients.

Employing experienced personnel with proven processes.

Sharing in results through significant personal stakes in their strategies.

Focusing solely on money management.

Founding Information

Founded: 2008

Founders: Four alumni of AIM Investments (now Invesco)

Key People

Chief Executive Officer: Mark McMeans, CFA

Co-Founder and Portfolio Manager: Gabe Birdsall

Partner, Portfolio Manager: Jonathan Reichek, CFA

Portfolio Manager: Guy Davis, CFA

Managing Director, Investment Advisor: Hooman Amiralai

Investment Advisor: Will Porter

Investment Advisor: Nermeen Dhuca

Director of Operations & Chief Compliance Officer: Karen Grimaldo

Senior Analyst: Tien San Lucas

Senior Analyst: David Shahrestani, CFA

Analyst: Ed Zhang

Trader: Kobe Calderone

Senior Advisor: Neil Saduka

Client Service Associate: Jennifer Taylor

Client Service Associate: Lisa Box

Headquartered

3200 Southwest Freeway, Suite 2160, Houston, TX 77027

Number of Employees

No information is available

Revenue of the Company

No information is available

Known For

Brasada Capital Management is recognized for its thesis-driven, research-intensive approach focused on long-term value creation and minimizing downside risk through concentrated investment strategies.

Products

Products Offered

Brasada Capital offers a range of customized investment strategies across diverse asset classes and risk profiles.

Equities

Brasada US Equity

Friedberg Focused Equity

Friedberg Dividend Growth

Friedberg Equity Income

Bonds

Brasada Municipal Bond

Brasada Corporate Bond

Cash Management

Alternatives

Brasada Long-Short Equity Fund, LP (for accredited investors only)

Brasada Preferred Income

High-Level Description of Products

Equities: Investment strategies focusing on various aspects of the equity market, including US equities, focused equity, dividend growth, and equity income.

Bonds: Strategies involving municipal bonds, corporate bonds, and cash management.

Alternatives: Alternative investment options including long-short equity funds and preferred income funds, primarily targeted at accredited investors.

Key Features

Thesis-Driven Investing: High conviction in each idea’s tangible value creation.

Research-Intensive Approach: Emphasis on high-quality analysis and insight.

Long-Term View: Focus on quantifiable and value-accretive investments, avoiding short-term fads.

Concentrated Strategy: Investing in quality businesses with unique differentiation and excellent management teams.

Recent Developments

New Products Launched

No information is available

New Features Added to Existing Products

No information is available

New Partnerships

No information is available

Recent Insights and Market Commentary

Articles by Key Personnel

Running with the Bull Market

Author: Mark McMeans, CFA

Date: Sep 10, 2024

Focus: Discussing 2024's bull market and low volatility.

How Will the Election Impact the Market?

Author: Mark McMeans, CFA

Date: Aug 21, 2024

Focus: Historical impact of U.S. presidential elections on the stock market.

What the U.S. Presidential Election Means for the Stock Market

Author: Gabe Birdsall, with contributions from Tien San-Lucas

Date: Aug 13, 2024

Focus: Analysis of stock market trends during election years.

The Upside of Down Markets

Author: David Shahrestani, CFA

Date: Aug 5, 2024

Focus: Benefits of down markets.

Second Quarter of 2024 Market Commentary

Author: David Shahrestani, CFA

Date: Jul 10, 2024

Focus: Reflections on market performance in the second quarter of 2024.

Quarter 1 of 2024 Market Lessons

Author: Ed Zhang

Date: Apr 17, 2024

Focus: Lessons learned in the first quarter of 2024.

Contact Information

Phone: +1 713.630.8390

Email: info@brasadacapital.com

Location: 3200 Southwest Freeway, Suite 2160, Houston, TX 77027

For further engagement and insights, Brasada Capital offers a newsletter sign-up on their website.

Disclaimer

This information is provided for general informational purposes and may not include all critical details concerning Brasada Capital Management's operations and offerings.