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ABOUT US

Forest

WHITE FALCON

White Falcon's goal is to protect and compound capital over the long term on a risk adjusted basis. At White Falcon, we aspire to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. As value investors, we are very disciplined about the price we pay for these businesses. Our unconstrained mandate allows us to be opportunistic in our pursuit of absolute returns.

 

Our name - White Falcon - is a symbol of purity, self-reliance, freedom, humility, resilience, and courage. These are the core values with which we will operate and run the firm.

There are very few competitive advantages in an investment management business and one of the most important is aligned, supportive and understanding partners. We hope to attract and retain such partners.

 

We are registered with relevant regulators to accept partners in Ontario, Alberta and British Columbia (BC).

 

This website and all content on this website are NOT for US persons.

Balkar Sivia, CFA

Balkar is the founder and portfolio manager of White Falcon Capital Management. Balkar has more than 10 years of experience in investment management.

 

He recently worked with Burgundy Asset Management as a Vice President and Investment Analyst. Balkar is experienced in portfolio management as he managed an internal portfolio at Burgundy. Before Burgundy, Balkar worked as an Investment Analyst with Tim McElvaine at McElvaine Investment Management.

 

Balkar has a degree in Electrical Engineering from University of British Columbia and is a CFA Charter holder. Balkar also attended the Investment Management Workshop at Harvard Business School. He lives in the GTA with his wife and two children.

All of Balkar and his family's liquid net worth is invested in the same strategy as the partners at White Falcon. We are aligned in more ways than one. 

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Image by Marita Kavelashvili
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