Brasada Capital Management, an investment management company, released its Q2, 2024 Investor Letter, a copy of which can be downloaded here. The market is dominated by a small number of very large technology companies. Almost 25% of the S&P 500 index is comprised of the top 5 names, approaching an all-time high level of concentration and these 5 names are responsible for almost 60% of the index’s year-to-date returns. The firm offers a variety of approaches to better meet each person’s...
Brasada Capital Management’s Investment Thesis for CCC Intelligent Solutions (CCCS)
