Brasada Capital Management, an investment management company, released its Q1 2026 investor letter. The letter highlighted AI disruption fears, followed by war in Iran as major market concerns, leading the S&P 500 and Nasdaq to decline by 4.3% and over 7%, respectively. This situation has driven energy prices higher, contributing to inflation and squeezing corporate margins. However, the participation in Small Caps, Mid Caps, and International stocks has increased beyond the largest stocks. As AI development accelerates, the firm is focusing on companies that will benefit from it while...
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