White Falcon Capital Management’s Q4 2023 Investor Letter

White Falcon Capital Management, an investment fund manager, released its fourth quarter 2023 investor letter.  In 2023, the fund was up 36.0% compared to the S&P 500 (CAD), the MSCI All Country (CAD), and the S&P TSX’s returns of 23.2%, 18.5%, and 11.8%, respectively. The portfolio benefited from technology stocks during the year. In addition, please check the fund’s top five holdings to know its best picks in 2023.

A copy of the investor letter can be downloaded here.