2019 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 ...
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2019 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 ...
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2019 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 ...
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2018 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 ...
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2018 November Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a total return of -0.31% in November, putting our YTD returns at +2.61%. All liquid markets ...
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2018 October Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano October was a challenging month in both the fixed income and equity markets. The 30-year US Treasury yield moved +19bps higher on the month. For the ...
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2018 September Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano September was a challenging month for many fixed income markets. Meanwhile, our portfolio performed relatively well. The Bramshill Income Performance ...
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2018 August Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned +0.32% for the month of August, putting YTD returns at 3.06% (net of fees). We believe the current ...
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2018 July Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy returned +0.46% net in July, contributing to a +2.72% YTD total return. In July, interest rate volatility ...
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2018 June Portfolio Commentary
BRAMSHILL BLOG: From the Desk of Art DeGaetano The Bramshill Income Performance Strategy produced a positive total return of +0.44% for the month putting our YTD returns at +2.29%. June proved to be ...
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