Broadcom (AVGO): Brasada Capital Management’s Best Year-To-Date Performer

Group 1 - Brasada Capital Management's Q3 2025 investor letter indicates that the market is entering the fourth quarter with equities near all-time highs and easing monetary policy [1] - The firm believes that the current market momentum could continue despite signs of a capital expenditure bubble [1] - Brasada Capital Management is selectively investing in companies with strong moats and cash flows while avoiding balance-sheet risks [1] Group 2 - Broadcom Inc. (NASDAQ:AVGO) is highlighted as a leading technology company in the investor letter, with a one-month return of 18.66% and a 52-week gain of 80.77% [2] - As of December 11, 2025, Broadcom's stock closed at $406.37 per share, with a market capitalization of $1.919 trillion [2] - The firm added Broadcom to its Equity Income portfolio in April, noting it has been the best performer year-to-date [3] - Brasada Capital Management views Broadcom as a key player in the AI sector, positioning it as a potential 1 or 2 winner in the next decade [3]