BTAFF - Tidefall Capital Management Q4 2024 Letter

2024-05-17 08:50:00 ET

Summary

• Tidefall is a concentrated, unconstrained investment fund manager that attempts to compound its capital at an attractive rate of return by focusing exclusively on our best ideas.
• We remained conservatively positioned during the quarter and our lack of technology stocks continued to hold back our returns.
• We are finding more compelling investment opportunities outside of the ‘Magnificent Seven’.

We remained conservatively positioned during the quarter and our lack of technology stocks continued to hold back our returns. We are finding more compelling investment opportunities outside of the ‘Magnificent Seven’ ....

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