Qualivian Investment Partners 2Q22 Investor Letter

Jacob Wolinsky

Published onOctober 6, 2022

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+ year holding periods
Launched in Dec. '17 by Aamer Khan, CFA, and Cyril Malak; both experienced investors (Eaton Vance, Putnam,...

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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

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Qualivian Investment Partners 2Q22 Investor Letter

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