Brady Focus Among the Best
Brady Investment Counsel LLC Awarded Top Guns Designation
by Informa Financial Intelligence
Normal, Illinois—February 18, 2022— “Congratulations to Brady Investment Counsel for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence, and performance of leading investment managers each quarter.”
“We are pleased to accept PSN’s 3-Star award for the Brady Focus Investment Strategy. Our Focus clients have achieved an eye-popping 44% annual return, on average, over the past three years. More importantly, Focus returns have held up well over the long-term. Brady Focus clients have realized a 5X gain on their investment over the past 10 years. We encourage all interested institutional and individual investors to give us a call. Our investment approach can help meet your investment goals.” said David P. Brady, CFA, CIC, and architect of the growth-oriented Brady Investment Counsel equity investment strategies.
Brady Focus equity investment strategies were named Top Gun in the following PSN categories:
Brady Focus – A Concentrated Growth Strategy
For the period ending December 31, 2021 3-Stars All Cap Growth Universe 3-Stars All Cap Universe
About Brady Investment Counsel LLC
Brady Investment Counsel LLC provides socially responsible, traditional, and alternative strategy investment counsel to individual and institutional clients.
David P. Brady, CFA, CIC, MBA, Chief Investment Officer, is instrumental in driving superior risk-adjusted account performance while managing investment strategy development. David has gained invaluable experience investing through market cycles and has profound conviction in his investment philosophy and process. He has a distinguished track record as an investment analyst, stock picker, mutual fund portfolio manager, and investment adviser.
As the Brady Investment Counsel Founder and Chief Investment Officer, David Brady tactically manages all aspects of firm-wide investment, operating, and administrative affairs. In addition, David is responsible for Implementing robust client service plans while reducing client management fees and yielding superior profit margins. https://www.bradyinvestmentcounsel.com/
Brady Focus Investment Strategy
The Brady Focus Strategy is a concentrated, alternative investment approach. Our primary goal is a long-term capital appreciation. Long-term income growth is a secondary objective.
The Focus Strategy typically invests in our top 5 to 15 investment ideas with the most promising intermediate-to-long-term, risk-adjusted return potential. Investments can be in small-cap, growing companies but will favor large caps. The typical Focus position size ranges between 5% and 20%, so the performance of one investment can significantly impact the overall performance of your account. The Focus investment strategy is volatile! Your account can and likely will vary much more than the overall market. Portfolio turnover can be high as well. Sector diversification is not an objective. Neither is tax efficiency.
Focus is a highly specialized, alternative investment approach. It is not intended to be a primary investment strategy such as our Brady Core Growth, Brady Growth & Income, and Brady Balanced strategies. Focus is for highly risk-tolerant foundations and individuals seeking exposure to our top investment ideas.
PSN Category Definitions:
3-Star: Top-10 return for the three-year period in their respective universes.
Through a combination of Informa Financial Intelligence’s proprietary performance screens, *PSN Top Guns (*free registration to view Top Guns) ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.
Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.
The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/
For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com
About Informa Financial Intelligence’s Zephyr
Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions worldwide cut through the noise and take decisive action. Informa Financial Intelligence's solutions provide unparalleled insight into market opportunity, competitive performance, and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.
