Qualivian Investment Partners 2Q21 Commentary

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ValueWalk

Qualivian Investment Partners commentary for the second quarter ended June 30, 2021. [soros] Q2 2021 hedge fund letters, conferences and more “You don’t have to invest like a big bureaucratic institution. If you choose to invest like one, then you’re doomed to perform like one.” – Peter Lynch OverviewQualivian Investment Partners is an investment partnership focused on long-only public equities. We own a concentrated portfolio of 15–25 understandable companies with wide moats, long reinvestment runways, and outstanding capital allocation. Since we expect them to compound capital at a mid-teens…

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