Income Performance Strategy 

Q2 2019 Quarterly Review

The second quarter of 2019 had the Bramshill team thinking of a quote from Warren Buffett:

“The price that you pay determines your rate of return”    

Risk assets have staged a remarkable rally in 2019. Bramshill opportunistically allocated significant capital to credit sensitive asset classes early in the year. However, more recently our risk appetite has diminished. In our Q2 2019 Investor Letter, we explain why we believe the current credit environment is ripe with both opportunity and caution.


The Bramshill Investments Team 

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