2024-04-13 09:45:00 ET
Summary
- White Brook Capital LLC is an independent investment advisory firm. The Firm was founded with the belief that there is a shortage of managers who charge a reasonable price, invest for the long term, and maintain a socially responsible threshold while also beating the market.
- In my view, the S&P 500 continues to be expensive on a historical and relative basis, while mid-cap and small-cap stocks are cheap both relatively and absolutely.
- However, shifting interest rate expectations and the release of competitive AI chips by major customers in April have introduced a degree of uncertainty regarding the potential profitability of this investment theme.
Performance Review
As of March 31st, 2024
NAV increase, net | Cum Incept | PF 2019 | 2020 | 2021 | 2022 | 2023 | 1Q/24 |
WBCP | 82.04% | 17.60% | 19.05% | 37.16% | (15.38%) | 8.38% | 3.36% |
S&P 400 | 66.88% | 5.72% | 13.66% | 24.76% | (13.06%) | 16.45% | 9.96% |
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For further details see:
White Brook Capital Partners Q1 2024 Commentary