Brasada Capital Management, an investment management company, released its Q2,2024 investor letter. The market is dominated by a small number of very large technology companies. Almost 25% of the S&P 500 index is comprised of the top 5 names, approaching an all-time high level of concentration and these 5 names are responsible for almost 60% of the index’s year-to-date returns. The firm offers a variety of approaches to better meet each person's unique needs. In addition, you can check the fund’s top 5 holdings to know its best picks in 2024.
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