Brasada Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here. This year’s financial markets have been highly volatile, with the S&P 500 experiencing a 6.20% year-to-date performance despite a dramatic 22% drop following "Liberation Day" on April 2nd. This turbulence impacted nearly all asset classes, including bonds and the U.S. dollar. In addition, you can check the fund’s top 5 holdings to know its best picks in 2025.
In its second quarter 2025 investor letter, Brasada Capital Management highlighted...
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