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Sandbrook Capital Partners, LP is a long/short equity fund with a flexible net exposure targeting companies in the software, consumer, and internet sectors.
We continued to run a neutral net in March 2024.
Our factor selection of selectively adding lower quality, momentum names shorts was coupled with idiosyncratic shorts as major contributors to returns this month.
I continue to believe we can layer in 100-200bp perquarter of realized earnings alpha to supplement and offset lower grossexposures as we remain patient in adding and underwriting Core Longs.
