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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 21, 2025 | Bramshill Income Performance Fund | - | 5.0% | JPST, PFF, SHYG, SRE, T, TLT | credit, duration, fixed income, Preferred Securities, risk management, Treasuries, value | Bramshill focuses on value opportunities across investment-grade, high-yield, and preferred securities, dynamically adjusting credit and duration exposure. The strategy emphasizes risk management, rotating among asset classes based on relative value and macro signals. Fund performance was resilient through rising-rate periods, driven by disciplined duration control and sector rotation. | PFF T |
View |
| 2025 Q4 | Jan 14, 2026 | Bramshill Income Performance Fund | 0.0% | 5.1% | BPLN, PFFC, SHYG, T, TLTT | credit, duration, fixed income, rates, risk management, value | Bramshill exercises a philosophy of value investing in income-producing securities, investing in securities that the Firm believes are inexpensive relative to the underlying risk and are positioned to deliver attractive risk-adjusted returns. The Fund seeks investments in high quality income-generating securities that maintain strong credit metrics and are priced at an intrinsic discount. The Fund actively manages duration exposure, rotating across various duration and curve exposures with historical ranges from 1.6 to 8.4 years. The strategy tactically hedges during various interest rate environments and assesses optimal interest rate risk through macro overlay analysis. Fixed income asset classes can perform in an uncorrelated manner during various interest rate environments. The Fund focuses on probability of loss to isolate risks and identify the most attractive asset classes to invest. Portfolio construction applies risk metrics for credit quality, fundamentals, and sizing of positions. The strategy stress tests for liquidity risk, market risk, and event risk while maintaining strict self-imposed risk limits. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||