Brasada Capital Management, an investment management company, released its Q2 2026 investor letter.
A copy of the letter is available to download here
The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial that it affects the entire market cycle. Key factors include a 400% increase in memory demand due to AI, a slow supply response that takes years to catch up, and minimal demand destruction.
The Fund’s investment strategy focuses on essential infrastructure that maintains competitive advantages, rather than chasing speculative momentum. The firm emphasizes secular long-term growth, regardless of which AI technologies prevail. In addition, please check the Strategy’s top five holdings to know its best picks in 2026.