White Brook Capital’s Q2 2023 Investor Letter

White Brook Capital Partners, an investment management firm, released its second-quarter 2023 investor letter. The same can be downloaded here. In the second quarter, the fund returned 16.09% compared to the Midcap 400 Index’s 4.85% and the S&P 500 Index’s 8.74% returns. Year-to-date, the fund’s NAV increased by 13.37% (net) compared to an 8.85% and 16.89% increase for the benchmarks, respectively. Year-to-date, the top contributing sectors of the portfolio were industrials and financial services while materials and consumer discretionary detracted. In addition, please check the fund’s top five holdings to know its best picks in 2023.