White Falcon Capital Management’s Q1 2023 Investor Letter

White Falcon Capital Management, an investment fund manager, released its first quarter 2023 investor letter. A copy of the same can be downloaded here. In the first quarter, the fund was up 12.36% compared to the S&P 500 (CAD), the MSCI All Country (CAD), and the S&P TSX’s returns of 7.17%, 5.78%, and 4.56%, respectively. The strong performance of the portfolio was due to exposure to the technology and precious metals sectors. In addition, please check the fund’s top five holdings to know its best picks in 2023.