News Summary

• White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter.
• In the tough and volatile first quarter, White Falcon delivered a net return of -6.1%, vs. the S&P 500 TR’s (CAD) -3.1%.
• Unity Software Inc. (NYSE:U) is a US-based technology company focusing on developing games and interactive experiences across multiple platforms.
• The software sector presents a long-term opportunity, leading to increased allocation to essential software companies with competitive advantages.