Investment Management Company White Brook Capital published its second quarter investor letter, a copy of which can be downloaded here. The fund’s NAV decreased by -18.17% year-to-date, net of all realized and accrued fees. The fund’s portfolios are diversified across industries, and year to date, the top contributor was the materials sector. To see its best picks for 2022, check out the top 5 holdings of the fund.
In the Q2 2022 investor letter, White Brook Capital analyzed the market...