White Brook Capital manages separately managed accounts for accredited investors across three distinct strategies — all built on the same first principle: we do not invest in businesses whose value comes at the cost of someone else.
Our strategies are available exclusively to accredited investors. The risks of investing are different when investments are concentrated than when they sit inside a diversified ETF or mutual fund. Read more about those risks →
By accessing any fact sheet below you certify that you meet the requirements of an accredited investor.
Exposure to the U.S. economy — without the moral degradation of owning companies that profit from defense, adult entertainment, alcohol, gambling, or tobacco. We also exclude companies that charge a relatively high level of interest or lend to customers more likely to be delinquent.
We are zealous in our goal of excluding defense companies — including names like Cadence Design Systems and Cognizant that customize their offerings for aerospace and defense customers.
A mix of ETFs and single stocks providing exposure to the U.S. economy — without the ethical complexities of investing in companies profiting from death, destruction, and addiction.
The strategy carries no style, market cap, or cash constraints and is designed to adjust as market conditions dictate. The same zealous defense-exclusion discipline applies here as in the index strategy.
The Small Cap Absolute Growth Strategy buys small and micro cap stocks with significant growth potential. This segment of the market is widely underfollowed — which is where the opportunity to exploit market inefficiencies comes from.
Small and microcap investing requires significant legwork. These companies are lightly covered by capital markets professionals and are often unprofitable. They can also be the source of extraordinary returns as they find a business model and grow.
The strategy is capacity constrained to $10mm.
Questions on exclusions, minimums, or fit? Request a conversation →