White Brook Capital’s Q1 2022 Investor Letter

White Brook Capital, an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here. At quarter-end, the Fund was 91.41% invested across 10 positions. For the quarter, the Fund’s NAV increased by 2.98%, net of all realized and accrued fees vs the S&P 400 MidCap Index down 4.88% and the S&P 500 Index down 4.60%. This performance was the result of stock-specific selection and positions us well to take advantage of further opportunities this year. Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022.