Bramshill’s Flexible Bond Strategy Earns Prestigious Lipper Award

NAPLES, Fla. – April 21, 2026 – In a powerful affirmation of its investment strategy, Bramshill Investments has been recognized for its consistent performance in a volatile market. The firm’s Bramshill Income Performance Fund was named a winner of the 2026 LSEG Lipper Fund Award, honored as the Best Fund Over 5 Years in the Core Bond Funds category for the United States.

This prestigious award, widely regarded as a hallmark of excellence in the global investment community, highlights funds that deliver consistently strong risk-adjusted returns relative to their peers. For Bramshill, a specialized fixed income manager with over $8 billion in assets, the recognition validates a disciplined and flexible approach that has successfully navigated one of the most challenging periods for bond investors in recent memory.

"We are honored to receive this recognition from LSEG Lipper," said Art DeGaetano, Chief Investment Officer & Founder of Bramshill Investments, in a statement. "This award underscores the disciplined investment approach and the commitment of our team to generating strong risk-adjusted results for our clients across market environments."

Thriving in a Turbulent Fixed-Income Landscape

Bramshill’s five-year victory lap, covering the period ending November 30, 2025, did not come during a calm sea. The fixed-income market was roiled by a confluence of historic challenges, including the economic fallout from the global pandemic, geopolitical conflicts, and a dramatic policy shift by central banks that marked the end of an era of ultra-low interest rates. Bond fund managers were forced to contend with surging inflation, which in early 2026 continued to cause market volatility.

For context, the first quarter of 2026 saw the yield on the U.S. Treasury 10-year note climb from 4.2% to 4.3% as inflation concerns persisted, pushing bond prices lower. This environment made traditional fixed-income strategies, which are often tethered closely to benchmarks, particularly difficult to manage successfully. Achieving consistent, risk-adjusted outperformance required more than just following the market; it demanded a nimble and opportunistic strategy.

It is within this turbulent backdrop that Bramshill’s achievement stands out. The LSEG Lipper Award specifically measures consistency, penalizing funds for underperformance and rewarding those that provide a smoother ride for investors, a feat that is doubly impressive in a choppy market.

The Blueprint for Outperformance: A Nontraditional Approach

While the fund won in the 'Core Bond Funds' category, the key to its success may lie in its unconventional DNA. The Bramshill Income Performance Fund (BRMSX) is classified by independent evaluators like Morningstar as a "Nontraditional Bond" fund. This classification points to a crucial distinction: the fund operates with a flexible and unconstrained mandate, free from the rigid confines of a traditional benchmark like the Bloomberg U.S. Aggregate Bond Index.

This flexibility is the cornerstone of its strategy. The fund’s primary objective is to maximize total return by tactically investing across a diversified portfolio of income-producing securities. Its investment universe is exceptionally broad, allowing its managers to seek value across different segments of the fixed-income market. The portfolio can include significant allocations to investment-grade corporate bonds, high-yield (or 'junk') bonds, preferred stocks, U.S. municipal bonds, and U.S. Treasuries. This multi-asset approach allows the team to pivot based on where they see the best risk-reward opportunities, rather than being forced to hold assets that are underperforming.

Despite its ability to invest in higher-risk securities like high-yield bonds, the fund’s strategy is rooted in discipline. It employs fundamental credit and relative value analysis, and its mandate is to maintain an average credit rating of investment grade across the portfolio. By combining this credit quality floor with active management and tactical hedging, the fund aims to capture upside while managing downside risk, a balance that proved critical over the last five years.

The Architect Behind the Strategy

The fund’s success is intrinsically linked to the deep market experience of its founder, Arthur "Art" DeGaetano. Before co-founding Bramshill in 2012, DeGaetano built an extensive three-decade career at the highest levels of credit trading and portfolio management. His resume includes senior roles at Bear Stearns, where he was Head Trader on the high-yield desk, and RBS Greenwich Capital, where he was Head of U.S. Credit Trading.

Immediately prior to launching Bramshill, he served as a Senior Portfolio Manager at GLG Partners, where he managed the predecessor to the firm's current flagship strategy. This extensive track record, spanning both investment-grade and high-yield markets through multiple economic cycles, has shaped Bramshill's core philosophy. The firm emphasizes an absolute return objective, focusing on generating positive returns regardless of the broader market direction. DeGaetano has cultivated a collaborative team environment that prizes rigorous analysis and shared ownership of the portfolio, a structure he believes is key to robust idea generation and risk mitigation.

More Than a Trophy: The Prestige of a Lipper Award

The LSEG Lipper Fund Awards are not a subjective beauty contest. They are among the most respected honors in the asset management industry precisely because they are based on objective, quantitative data. The award for Bramshill was determined by the "Lipper Leader for Consistent Return" rating, a proprietary metric that evaluates a fund’s risk-adjusted performance over 36, 60, and 120 months.

The methodology analyzes performance through a lens of consistency, rewarding funds that have excelled at protecting capital during downturns while still delivering strong returns. By winning based on this rigorous, peer-reviewed methodology, the Bramshill Income Performance Fund has received a powerful third-party endorsement of its process and results. For investors and financial advisors, such an award serves as a credible, data-driven signal that a fund manager has successfully executed its strategy and delivered on its promises through the crucible of a challenging market.