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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2019 August Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a total return of -0.51% in August, putting our YTD returns at +7.38%. The month of August was ...
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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 ...
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2019 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% ...
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2019 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 ...
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2019 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 ...
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