NEWBROOK CAPITAL ADVISORS LP

Newbrook Capital Advisors LP, founded in 2005, provides investment adviser services to private pooled investment vehicles. The principal owners are Newbrook Management LLC, as the general partner, and Robert Boucai, as the limited partner. Robert Boucai is the manager and majority owner of Newbrook Management LLC. The firm provides investment advisory services to private pooled investment vehicles sponsored by them, serving as the investment manager. They tailor their advisory services to the needs of their clients and adhere to the investment strategy set forth in each client’s private placement memorandum, which allows for investing in a broad array of securities and financial instruments to achieve their investment objectives.

Newbrook Capital Advisors LP utilizes fundamental business and security analysis for security selection, considering factors like market valuation, competitive market position, profit and growth outlook, management capabilities, capital structure, and cash flow generation. They use publicly available information from various sources, including management teams, SEC filings, research reports, industry investors, analysts, and consultants. They also employ a process for screening and sizing investment positions to enhance oversight and maximize opportunities. The firm advises clients using various strategies, including buying equity securities to profit from security selection and thematic sector or market timing decisions. These investments' value fluctuates with the issuer's performance and equity market movements. While they conduct thorough research and analysis, investing in securities carries a risk of loss. The success of their investment programs depends on accurately predicting future price movements, which cannot be guaranteed.

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