Brasada Capital Management, LP

David Shahrestani is a CFA® charterholder with six years of industry experience. He is currently with Brasada Capital Management, LP, where he has worked since 2023. Prior to that, he held roles at Globescan Capital Inc., Udacity, and Star Management. Brasada Capital Management, LP manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves financial institutions and unaffiliated advisers through sub-advisory arrangements and non-discretionary model portfolios, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

Guy Davis is a CFA® charterholder with seven years of industry experience. He is currently with Brasada Capital Management, LP, where he has worked since 2023. Prior to that, he was employed at GCI Investors and Sarasin & Partners LLP. He also serves as a director of Roll Group Ltd, a UK-based family-owned mobility retail business. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

Jonathan Reichek is a CFA® charterholder with 17 years of industry experience. He has been with Brasada Capital Management, LP since 2017 and previously worked at Friedberg Investment Management, Inc. from 2014 to 2017. Brasada Capital Management, LP manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental analysis, quantitative screens, and sector research.

William Porter is a CFP® with one year of industry experience, currently serving as an advisor at Brasada Capital Management, LP. He previously worked at City National Bank and JP Morgan Private Bank. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

Hooman Amiralai is a financial advisor at Brasada Capital Management, LP with 12 years of industry experience. He holds a Series 65 designation and is based in Houston, TX. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm also serves financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supported by fundamental and quantitative analysis.

James Birdsall is a financial advisor at Brasada Capital Management, LP with 17 years of industry experience. He holds a Series 65 designation and has been with Brasada since 2008. Brasada Capital Management is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm also offers sub-advisory services to other financial institutions and unaffiliated advisers, using a bottom-up, long/short equity investment approach supported by fundamental analysis and quantitative research.

Mark Mcmeans is a CFA® charterholder with 21 years of industry experience, currently serving at Brasada Capital Management, LP since 2008. He holds a Series 63 license and is based in Houston, TX. Brasada Capital Management, LP is an SEC-registered investment adviser managing a private pooled investment vehicle and providing discretionary portfolio management for separately managed accounts. The firm also offers sub-advisory services to other financial institutions and model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach that combines fundamental analysis with quantitative screening and sector research.

Nermeen Dhuca is a financial advisor at Brasada Capital Management, LP with one year of industry experience. She holds a Series 65 designation and has previously worked at Higher Order Capital, TikTok, Siemens, and Samsung. Brasada Capital Management, LP is an SEC-registered investment adviser that manages a private pooled investment vehicle and provides discretionary portfolio management for separately managed accounts. The firm serves other financial institutions and unaffiliated advisers through sub-advisory arrangements and offers non-discretionary model portfolios to wrap-fee sponsors, employing a bottom-up, long/short equity investment approach supplemented by fundamental analysis and quantitative research.