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 ...
We believe these takeovers - where a strategic or a financial buyer comes in and purchases our holding for a premium - provide credence to our claim that we indeed buy good quality companies at ...
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The White Falcon portfolio returned 5.6% ...
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Here’s White Falcon’s Views on Grifols, S.A. (GRFS)
White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund’s performance for the recent quarter ...
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 ...
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 ...
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. It was a good year for the fund on an ...
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The White Falcon portfolio returned 5.6% ...
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