Brazos Mutual Funds












 


Brazos Overview



Brazos Capital Management ("Brazos Capital"), manager to the Brazos Mutual Funds, is located in Dallas, Texas and provides a variety of domestic equity, growth-oriented investment services to its institutional clients.
The Funds' manager was founded in 1983 by four investment professionals who were former trust department strategists at Mercantile Bank in Dallas.  Brazos Capital's Growth strategies were originally offered as institutional separate accounts and primarily managed for corporations, pension plans, foundations, endowments, and municipalities.

Brazos Capital began managing the Brazos Mutual Funds on December 31, 1996 in response to the demand to provide a means of investing with Brazos Capital at a lower minimum account size. The Brazos Mutual Funds:  Micro Cap, Small Cap, Mid Cap, and Growth Funds are managed by the same team of investment professionals as the firm's separately managed accounts, and the same investment philosophy and process are used for the Funds.   All four of the funds are dedicated to providing shareholders with maximum capital appreciation, consistent with reasonable risk to principal.

Since its inception in 1996, Brazos has focused primarily on managing small-to-mid cap growth portfolios. The Adviser’s four founders established a cohesive team approach to portfolio management 13 years prior to the Funds’ inception. The average investment experience across the team now exceeds 19 years.  This philosophy of managing portfolios as a cohesive team, with each participant being equally weighted and active in the decision making process, has been a fundamental part of Brazos Capital and the Brazos Funds. The Brazos Funds' primary objective of buying good companies operating good businesses, while simultaneously controlling the inherent volatility of smaller stocks through the disciplined use of risk management techniques and controls will not waiver.  Management strictly adheres to investment rules and firm processes to achieve these goals.

Since its inception, the Brazos Funds' primary focus has been on performance above all, with an important emphasis on risk management and client service. The Funds' team of investment professionals is dedicated to providing clients with consistently outstanding investment returns and client service of the highest standard. Brazos is built for performance, styled for consistency.

Brazos Micro Cap - established December 31, 1997

Brazos Small Cap - established December 31, 1996

Brazos Mid Cap - established December 31, 1999

Brazos Growth - established December 31, 1998


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