Investor Summary

Basil Alsikafi founded White Brook Capital in 2016 after nearly two decades of professional investment experience in public markets. He previously served as a Senior Analyst at MSF Capital, a value-oriented hedge fund, and before that was a telecom analyst at BBT Capital Management, which managed approximately $2 billion in assets. His career began in investment banking as an analyst in JPMorgan's Technology, Media, and Telecom group. Alsikafi holds an MBA from the Kellogg School of Management with concentrations in Finance and Management & Strategy, and an A.B. in Political Science from the University of Chicago. He maintains Investment Adviser Representative registrations in Illinois and Texas, with a clean regulatory record showing no disclosed compliance issues, criminal charges, investigations, or customer disputes.

Read More

Fund Strategy

White Brook Capital's proprietary portfolios are composed of stocks that are inefficiently priced at entry but that are believed to be better businesses than most believe. The firm seeks to be a moral investor, explicitly avoiding investments in aerospace and defense stocks, vice stocks, large polluters, and companies that have an abusive relationship with their customers. The strategy employs a concentrated, long-term buy-and-hold approach, seeking to benefit as businesses improve and markets revalue holdings over time. Portfolio returns can be volatile and may result in significant periods of outperformance or underperformance, making the strategy appropriate only for accredited investors who understand the inherent risks. The firm focuses on identifying fundamentally strong companies trading at inefficient prices, with the expectation that market valuations will eventually reflect underlying business quality.

Read More

FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
- - -