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White Falcon Capital PM is long Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM)
Balkar Sivia is the founder of White Falcon Capital Management. The fund's mission is to compound capital on a risk adjusted basis with a value investing philosophy drawing inspiration from the teachings of Warren Buffett and Charlie Munger. In this interview, Balkar discusses his zero management fee structure and goes in depth on Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM).
For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply
*Originally recorded February 2023
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Balkar Sivia is the founder of White Falcon Capital Management. The fund's mission is to compound capital on a risk adjusted basis with a value investing philosophy drawing inspiration from the teachings of Warren Buffett and Charlie Munger. In this interview, Balkar discusses his zero management fee structure and goes in depth on Diversey Holdings, Ltd. (DSEY) and EPAM Systems, Inc. (EPAM).
For more access to investment discussions and actionable investment research, join the SumZero investment community by starting your free trial today – www.sumzero.com/apply
*Originally recorded February 2023