White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. In the tough ...

This was a tough and volatile quarter. While the headline numbers suggest a mild pullback, the picture beneath the surface was much harsher. Software and services led sector level declines. Our ...

What a year! The “tariff tantrum, ” back in April 2025, when markets dropped close to 20%, now seems like a distant memory. Overall, we had a good batting average this year where, with the exception ...

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White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. The fund’s performance for the recent quarter was below expectations, as the gains from ...

White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. The White Falcon portfolio returned 5.6% (net of fees) in Q4 2025, resulting in a yearly ...