Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. In the letter, the firm noted that the market entered the fourth quarter with equities near all-time highs and monetary policy easing. The firm also believes that this momentum could persist even though there are indications that a capital expenditure bubble exists. Further, the firm continues to invest selectively in companies with solid moats and cash flows, while avoiding potential balance-sheet risks. In addition, you can check the fund’s top 5 holdings to know its best picks in...
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