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Here’s Brasada Capital Management’s Investment Thesis for Camden Property Trust (CPT)

Brasada Capital Management, an investment management company, released its Q3 2024 investor letter. A copy of the letter can be downloaded here. The markets have performed well so far in 2024, and if past performance is any indication, the market is about to enter the seasonally stronger portion of the year. The firm is more concerned with the potential effects of the election on markets. The letter discussed its long-term investments in Real Estate Investment Trusts (REITs). In addition, you can check the fund’s top 5 holdings to know its best picks in 2024.

Brasada Capital Management...