White Brook Capital’s Q4 2023 Investor Letter

White Brook Capital Partners, an investment management firm, released its fourth-quarter 2023 investor letter. In 2023, the fund returned 8.38% compared to the Midcap 400 Index’s 16.45% and the S&P 500 Index’s 26.04% returns. The dominance of major tech companies fueled a 26% rise for the S&P 500 in 2023. The market surged in 2023 fueled by a robust economy and AI optimism. In addition, please check the fund’s top five holdings to know its best picks in 2023.

A copy of White Brook Capital’s Q4 2023 investor letter can be downloaded here.