2024 April Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy produced a total return of -2.01% in April, putting our YTD return at -0.58%. All liquid markets ...
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2024 March Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments March was a solid month for the Bramshill Income Performance Strategy which returned +0.93% on the month and has now returned +1.46 YTD. In the ...
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2024 February Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments In February, 10-year US treasury yields spiked +34bps and the Bloomberg US Aggregate Index returned -1.41% on the month. The Bramshill Income ...
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2024 January Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments During 4Q23 and the first month of 2024, Bramshill displayed the importance of an active approach to fixed income. Our portfolio performed ...
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2023 December Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy performed very well in December, up +2.65% for the month, and finishing the year up +7.86% YTD. If you ...
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2023 November Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy performed very well in November, up +3.99% for the month and now up +5.02% YTD. The portfolio ...
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2023 October Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments In October, 10-year US treasury yields spiked +35bps and the Bloomberg US Aggregate Index returned -1.58% on the month. The Bramshill Income ...
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2023 September Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments September was a challenging month in both the fixed income and equity markets. The Bramshill Income Performance Strategy produced a total return ...
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2023 August Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments In August, 10-year US treasury yields moved +15bps and the Bloomberg US Aggregate Index returned -0.64% on the month and has returned 1.37% YTD. ...
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2023 July Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments July was a solid month for the Bramshill Income Performance Strategy which returned +1.09% on the month and has now returned +3.11% YTD. In ...
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