Published on 22 Apr 2024 on Insider Monkey via Yahoo Finance
White Falcon Capital Management, an investment fund manager, released its first quarter 2024 investor letter. A copy of the same can be downloaded here. 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.
White Falcon Capital Management featured stocks like Endava plc (NYSE:DAVA) in the first quarter 2024 investor letter. Headquartered in London, the United Kingdom, Endava plc (NYSE:DAVA) is a technology services provider. On April 19, 2024, Endava plc (NYSE:DAVA) stock closed at $29.92 per share. One-month return of Endava plc (NYSE:DAVA) was -23.02%, and its shares lost 47.49% of their value over the last 52 weeks. Endava plc (NYSE:DAVA) has a market capitalization of $1.724 billion.