From Yahoo Finance: 2025-04-28 08:36:00

White Falcon Capital Management released its first-quarter 2025 investor letter, reporting a -6.7% return for the quarter. The fund’s top five holdings for 2025 are highlighted, including Endava plc (NYSE:DAVA), which saw a one-month return of -5.79% and closed at $18.38 per share on April 25, 2025.

In the investor letter, White Falcon Capital Management expressed confidence in Endava plc (NYSE:DAVA) and EPAM despite recent challenges due to tariff uncertainty affecting IT spend. The stocks are seen as compelling investments with strong balance sheets, founder-led management teams, and potential for growth in the IT services sector.

Endava plc (NYSE:DAVA) is not among the 30 Most Popular Stocks Among Hedge Funds, but 17 hedge fund portfolios held the stock at the end of the fourth quarter. While the potential of Endava plc (NYSE:DAVA) is recognized, the focus remains on AI stocks for higher returns in a shorter timeframe. Investors can explore AI stock opportunities for promising returns at a discounted price.



Read more at Yahoo Finance: What Makes Endava (DAVA) a Compelling Opportunity?