In this article, we will discuss the 10 Best Stocks to Buy According to Brasada Capital Management.
Brasada Capital Management is a leading hedge fund with its headquarters in Houston, Texas. It was established in June 2008 by industry veterans, Mark Edward McMeans and James Gabriel Birdsall. They have a rich history of collaboration at Invesco (earlier known as AIM Investments). The firm’s team uses customized strategies in order to build a personalized portfolio, which aligns with the individual needs and risk tolerance.
Focus on Fundamental Business Factors
In the Q2 2025 market update, Brasada Capital Management highlighted that true investment risk is not the temporary ebb and flow of market prices. It is the probability of a permanent loss of capital. The firm believes that market volatility should not be feared, but rather it should be looked at as an opportunity. The short-term fluctuations, as a result of news and herd behavior, tend to create mispricing, which a long-term and business-focused investor can exploit.
Eric Freedman (Chief Investment Officer at U.S. Bank Asset Management Group) and other investment analysts believe that the broader market’s underlying fundamentals remain encouraging, reported CNBC. Furthermore, the recent corporate earnings results were ahead of expectations, on average. The analysts expect continued growth in H2 2025, as reported by CNBC while quoting data from LSEG I/B/E/S.
Amidst these trends, we will now have a look at the 10 Best Stocks to Buy According to Brasada Capital Management.
Mark McMeans of Brasada Capital
Our Methodology
To list the 10 Best Stocks to Buy According to Brasada Capital Management, we selected the top 10 stocks in Brasada Capital Management’s portfolio as of its Q1 2025 13F filing. We settled on the hedge fund’s 10 biggest holdings. Finally, we ranked the stocks in ascending order based on the value of Brasada Capital Management’s equity stakes. Additionally, we have mentioned the hedge fund sentiments around each stock, as of Q1 2025.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10 Best Stocks to Buy According to Brasada Capital Management
10. The Williams Companies, Inc. (NYSE:WMB)
Brasada Capital Management’s Equity Stake: $11.3 million
Number of Hedge Fund Holders: 72
The Williams Companies, Inc. (NYSE:WMB) is one of the Best Stocks to Buy According to Brasada Capital Management. On July 15, Scotiabank lifted the price target on the company’s stock to $60 from $59, while keeping a “Sector Perform” rating. While Q2 2025 was challenging, companies operating in the US Midstream sector largely kept their FY outlooks, believes the firm’s analyst. Furthermore, the firm favors Permian-levered names and has a preference for gas, considering the basin’s highest relative resiliency in a lower commodity price tape. The Williams Companies, Inc. (NYSE:WMB)’s base business supported the higher earnings for Q1 2025, with recently commissioned Transco projects contributing additional fee-based revenues. However, its consolidated Crowheart upstream operations also fueled growth.
Due to its recent investment in Cogentrix Energy and the continued outperformance of its base business, The Williams Companies, Inc. (NYSE:WMB) raised its adjusted EBITDA guidance midpoint by $50 million to $7.7 billion. The company continues to execute on a string of high-return projects, which can accelerate earnings growth during the balance of the year, while adding significant projects to The Williams Companies, Inc. (NYSE:WMB)’s backlog. The company commercialized Socrates, its first Power Innovation project, which can deliver speed-to-market solutions for growing AI demand in Ohio.
Carillon Tower Advisers, an investment management company, released its Q4 2024 investor letter. Here is what the fund said:
“The Williams Companies, Inc. (NYSE:WMB) performed well because investors expect it to benefit from growing demand for natural gas over the next several years or even decades. Liquid natural gas exports, onshoring, and data center buildouts could place upward pressure on the company’s volumes across its midstream portfolio. We believe that the company’s share price continues to discount this future benefit due to a very challenging overall energy backdrop.”
The Williams Companies, Inc. (NYSE:WMB) operates as an energy infrastructure company.
