White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter. A copy of the ...

We had a good quarter, driven by precious metal royalty companies. From our experience, to truly outperform, an active portfolio generally needs a few standout winners. While many of our holdings have ...

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 ...

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 fourth-quarter 2025 investor letter. A copy of the ...

White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2025 investor letter.