Blog

Market Insights from the Bramshill Investments Team.

2020 December Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Bramshill Investments During the last six months of 2020, Bramshill showed the importance of an active approach to fixed income. During the month of December, our ...

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2020 November Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy performed well in the month of November, with a total return of +3.56% resulting in a +5.25% YTD ...

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2020 October Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy performed well in the month of October, with a total return of +0.44% resulting in a +1.62% YTD ...

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2020 September Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy produced a total return of -1.15% in September, putting our YTD return at +1.18%. All liquid markets ...

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2020 August Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy performed well in August, up +1.41% on the month, which brings our YTD performance to +2.36%. Having ...

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2020 July Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy produced a total return of +3.22% in July and has returned +0.94% YTD. During July, the credit markets ...

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2020 June Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy returned +0.48% net in June, contributing to a -2.21% YTD net total return. In 2Q20, the portfolio ...

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2020 May Portfolio Commentary

BRAMSHILL BLOG: From the Desk of Bramshill Investments The Bramshill Income Performance Strategy returned +1.58% net in May and has returned -2.68% YTD. In the past two months, the portfolio has ...

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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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