Qualivian Investment Partners 2Q22 Investor Letter

Dear Friends of the Fund, Please find enclosed our Q2 2022 investor letter for your review.  Qualivian reached its four-year mark in December of 2021. We are actively weighing investment proposals. Please refer to our Q2 2022 investor letter for our performance and commentary on the second quarter of 2022. A fact sheet is attached, but as a refresher, Qualivian employs a “private equity approach to public markets” by owning a concentrated portfolio of high-quality businesses for the long term, benefiting from the compounding of intrinsic value over time. In brief: Concentrated (15-25 holdings), best-ideas equity strategy with 3 to 5+…