White Brook Capital Partners’ Q1 2024 Investor Letter

White Brook Capital Partners, an investment management firm, released its first quarter 2024 investor letter. White Brook Capital Partners returned 3.26% compared to 9.96% for the S&P Midcap 400. In Q1, the AI sector boosted the S&P 500 and Nasdaq, continuing a previous trend. However, the release of competitive AI chips and shifting interest rate expectations have created uncertainty about the sector’s profitability and caused the momentum of the S&P 500 to decrease. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.

A copy of White Brook Capital Partners’ Q1 2024 investor letter can be downloaded here.