2024-01-27 07:15:00 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.
- We expected overall market appreciation at the start of the year, but 26% exceeded any expectation.
- During 2023, the largest contributors to performance were Builders FirstSource Inc, The Greenbrier Companies Inc, and Afya Ltd.
- The largest detractors from performance were Green Plains Inc, B. Riley Financial Inc, and Mosaic Co.
Year in review, and a look forward
Performance Review
As of December 31st, 2023
NAV increase, net | Cum Incept | Incept Inception | PF 2019 | 2020 | 2021 | 2022 | 2023 |
WBCP | 76.12% | 13.67% | 17.60% | 19.05% | 37.16% | (15.38%) | 8.38% |
S&P 400 | 51.77% | 11.77% | 5.72% | 13.66% | 24.76% | (13.06%) | 16.45% |
S&P 500 | 72.04% | 15.57% | 9.36% | 18.40% | 28.72% | (18.10%) | 26.04% |
Read the full article on Seeking Alpha
For further details see:
White Brook Capital Partners Q4 2023 Commentary