White Brook Capital Partners, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US economy demonstrated resilience in the quarter, with growth exceeding expectations, driven by high-end consumer spending and significant investments in artificial intelligence. However, softening labor markets may allow for potential cuts to short-term interest rates later this year. White Brooke Capital’s Small Cap Absolute Growth Strategy model portfolio performed well in its first year, exceeding expectations. Value-oriented...
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