Bramshill Investments Team
Recent Posts
2019 July Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a total return of +0.68% in July, putting our YTD returns at +7.93%. All liquid markets experienced ...
Read More2019 June Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a strong month of performance in June, with a total return of 0.82%. The Strategy has returned 7.20% ...
Read More2019 May Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano May was a volatile month for risk assets as the S+P 500 Index sold off by -6.35% and the 10-year US Treasury yield fell by -33bps, 2.50% to 2.07%). The ...
Read More2019 April Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy performed well in April, up +1.03%, which brings our YTD 2019 performance to +6.59%. Volatility was low for ...
Read MoreTrump Vs. Powell Update, Round 4, Trump TKO?
“Its OK Jerome, you can go back to your corner now… Thanks” We have been opining for a while now on the battleground between these two market movers. In Round 1 back in July of 2018, we felt the ...
Read More2019 March Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned +0.39% net in March, contributing to a+5.50% YTD net total return. Earlier this year, we highlighted ...
Read More2019 February Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned +1.27% net in February, contributing to a +5.09% YTD net total return. In 2019, the portfolio has ...
Read More2019 January Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano In one of the best months since inception, the Bramshill Income Performance Strategy performed very well in January, up +3.77%. If you recall, we had ...
Read More2018 December Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The month of December witnessed significant dislocation in risk assets. The S&P Index, the most visible risk barometer, witnessed its largest ...
Read MoreTrump Vs. Powell Update, Round 3
A few months back we updated you on a major battle we felt was going to heat up in the second half of 2018. In Round 1, back in July, we felt the battle between the market forces of the two men’s ...
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