SELECTED INVESTMENT WRITE-UPS
The following are for illustrative purposes only and do not indicate a current White Brook Capital investment
We view our investments as long term partnerships. Exceptional underlying assets required.
BOX
Document Management
CHIPOTLE (exited)
Exceptional capabilities, with inflecting sales and marketing efficiency
Restaurant
Temporarily depressed store traffic. High ROIC stores will shine as company pulls multiple levers to create value.
STITCH FIX (exited)
Internet Retail
Data advantaged, women's focused online only retailer with superior economics and a plethora of adjacent and geographic expansion opportunities