White Brook Capital’s Q2 2021 Investor Letter

White Brook Capital, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here.  A portfolio return of 8.86% was recorded by the fund for the second quarter of 2021, outperforming its S&P 400 benchmark that delivered a 3.64% return for the same period. You can view the fund’s top 5 holdings to have an idea about their top bets for 2021.