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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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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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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