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White Falcon Capital Management’s Q1 2024 Investor Letter

White Falcon Capital Management, an investment fund manager, released its first quarter 2024 investor letter. The portfolio achieved a satisfactory result on an absolute basis during the quarter. In the first quarter, the fund was up 8.7% compared to a 12.8% return for the S&P 500 (CAD), 10.5% for the MSCI All Country (CAD), and 6.6% for the S&P TSX TR. In addition, please check the fund’s top five holdings to know its best picks in 2024.

 A copy of White Falcon Capital Management’s Q1 2024 investor letter can be downloaded here.