White Falcon Capital Management’s Q4 2022 Investor Letter

White Falcon Capital Management LLC, an investment management firm, published its fourth quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly net increase of 2.52% has been recorded by the fund for the fourth quarter of 2022, below the S&P 500 (CAD) Index’s 5.25% gain for the same period. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.