2020 April Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy performed very well in April, up +4.68% benefitting from our repositioning of the portfolio. Entering ...
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2020 March Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy returned -7.38% on the month, putting our YTD return at -8.47%. March was a month in which the global ...
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2020 February Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy returned -1.41% on the month, putting our YTD return at -1.18%. February was a month in which the ...
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A Note From The CIO
At this point we are all aware of the global events that are unfolding, predominately due to the coronavirus. As a first priority we hope for everyone’s health and safety. The well-being of family ...
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2020 January Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy returned +0.24% for the month of January, putting YTD returns at +0.24% net. In recent months, the ...
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2019 December Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments During the last few months of 2019, Bramshill showed the importance of an active approach to fixed income. Our portfolio performed extremely ...
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2019 November Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments For the month of November, the Bramshill Income Performance Strategy’s portfolio held up well with a total return of -.01% bringing YTD ...
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2019 October Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Bramshill Investments October was a volatile month for most fixed income markets. The 10-year US Treasury traded in a 31bp range (1.53% to 1.84%) during the month. ...
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US Preferred Securities: Unique Characteristics from a Bramshill Perspective
With interest rates around the world at or approaching all time lows, income investors have an obvious motivation to look beyond their customary areas of market concentration. From its perspective as ...
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2019 September Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano September was a challenging month for many fixed income markets. Meanwhile, The Bramshill Income Performance Strategy performed relatively well ...
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