Recent Posts
2017 February Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy produced a strong month of performance in February with a total ...
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2017 January Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy produced a strong month of performance in January with a total ...
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Got Quality Yield? Recapping the Five Metrics for Fixed Income Investors
At Bramshill Investments we manage absolute return solutions in fixed income and income-producing assets. Our philosophy of relative-value investing in income-producing securities leads us to ...
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2016 December Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano Market Insights from Bramshill Investments: The Bramshill Income Performance Strategy performed well in December, up +0.89%, which brings our full 2016 ...
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Yield Relative to Volatility: Why it Matters to Investor Psychology?
As fixed income investors, we understand RIA’s need for balance between active and passive investment strategies. We also understand the need for yield. However, we believe some investors are making ...
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2016 November Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano Market Insights from Bramshill Investments: In November, Treasury bonds posted their worst monthly returns (down -8.2% as measured by the Treaury ETF, ...
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Is the “Great Rotation” Upon Us? RIAs Reassess Risk in Fixed Income
The “Great Rotation” debate appears to be back. The term was originally coined by Bank of America Merrill Lynch (BAML) in 2011 and was used to describe the massive impending asset class shift of ...
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Got Quality Yield? Will Clients of RIAs Tolerate Drawdowns in Fixed Income?
RIAs, financial advisors or asset allocators have an incredibly difficult job in today’s environment. For RIAs, the objective of meeting your client’s return requirements given their risk tolerance ...
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Q&A with Bramshill Investments: Will Volatility Persist For Preferreds and Fixed Income Securities?
On our last Bramshill quarterly conference call, an investor asked: Q: Given the volatility in preferreds that we’ve experienced over the last week or so, and anticipating the Fed would raise rates a ...
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Got Quality Yield? Why Liquidity is Not Free
We talk to RIAs, wealth management firms, and institutional investors often. It’s one of the more fun parts of our jobs at Bramshill Investments. Since we consider our role as problem-solvers in ...
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