NEWBROOK CAPITAL ADVISORS LP

Newbrook Capital Advisors LP, established in 2005, is an investment services firm specializing in providing investment advisory services to private pooled investment vehicles. The firm's principal owners are Newbrook Management LLC, acting as the general partner, and Robert Boucai, serving as the limited partner. Robert Boucai holds the position of manager and majority owner of Newbrook Management LLC. Newbrook Capital Advisors LP tailors its advisory services to meet the specific needs of its clients, adhering to the investment strategy outlined in each client's private placement memorandum. These memoranda allow for investments in a wide range of securities and financial instruments, enabling clients to achieve their investment objectives. The firm manages client regulatory assets on a discretionary basis, with a total of $809,038,833 managed as of December 31, 2023. Newbrook Capital Advisors LP does not manage any client assets on a non-discretionary basis and does not participate in wrap fee programs.

The firm bases its security selection on fundamental business and security analysis, considering factors such as market valuation, competitive market position, profit and growth outlook, management capabilities, capital structure, and cash flow generation properties. They utilize numerous sources of publicly available information, including management teams, competitors, suppliers, customers, SEC filings, research reports, industry investors, analysts, and consultants. They also have a process for screening and sizing investment positions to maximize opportunities. The firm buys equity securities on behalf of its clients, seeking to profit from both security selection and thematic sector or market timing decisions. The value of these investments will generally vary with their issuer’s performance and movements in the equity markets. Consequently, clients may suffer losses if the firm invests in equity instruments of issuers whose performance diverges from expectations or if equity markets generally move in a direction which the firm has not hedged against.

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