Brasada Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here. This year’s financial markets have been highly volatile, with the S&P 500 experiencing a 6.20% year-to-date performance despite a dramatic 22% drop following “Liberation Day” on April 2nd. This turbulence impacted nearly all asset classes, including bonds and the U.S. dollar. In addition, you can check the fund’s top 5 holdings to know its best picks in 2025.
In its second quarter 2025 investor letter, Brasada Capital Management highlighted stocks such as Uber Technologies, Inc. (NYSE:UBER). Uber Technologies, Inc. (NYSE:UBER) develops and operates proprietary technology applications that operate through Mobility, Delivery, and Freight segments. The one-month return of Uber Technologies, Inc. (NYSE:UBER) was 12.07%, and its shares gained 31.95% of their value over the last 52 weeks. On July 11, 2025, Uber Technologies, Inc. (NYSE:UBER) stock closed at $95.39 per share, with a market capitalization of $199.48 billion.
Brasada Capital Management stated the following regarding Uber Technologies, Inc. (NYSE:UBER) in its second quarter 2025 investor letter:
“The best way to demonstrate this is with examples. We want to highlight two recent purchases where we think great businesses were undeservingly sold off by the market due to short-term fears. The first is West Pharmaceutical Services (Ticker: WST), which we purchased through our Friedberg Focused Equity and GCI Select Equity strategies. The second is Uber Technologies, Inc. (NYSE:UBER), which we purchased through our Brasada Equity and GCI Select Equity strategies.
A close up view of a hand holding a smartphone, using a ride sharing app.
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