Qualivian Focus Fund 2Q19 Commentary On “The Market Inefficiencies that we Arbitrage”

Jacob Wolinsky

Published onAugust 26, 2019

Qualivian Focus Fund letter to investors for the second quarter ended June 30, 2019.

Table of Contents

Q2 hedge fund letters, conference, scoops etc

“Human nature desires quick results, there is a particular zest in making money quickly, and remoter gains are discounted by the average man at a very high rate.” - John Maynard Keynes

Overview

The Qualivian Focus Fund is an investment partnership focused on long-only public equities. The fund is designed for long-term investors who focus on the power of compounding. We do not short securities, nor do we take on leverage. We focus on stock picking rather than macro investing. The fund primarily focuses on US companies of all sizes but can have 20% of its portfolio outside the US....

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

Qualivian Focus Fund 2Q19 Commentary On “The Market Inefficiencies that we Arbitrage”

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