Brasada Capital Management’s Q2 2022 Investor Letter

Brasada Capital Management, an investment management company, released its Q2,2022 Investor Letter, a copy of which can be downloaded here. The fund returned -25.7% net of fees for the first half of the year. An increase in the 10-year treasury yield leads to a decline of multiples on the fund’s investment assets. Check out the top 5 holdings of the fund to have a glimpse of its finest picks for 2022.