Dear Friends of the Fund,
Please find our Q1 2023 investor letter for your review. Qualivian reached its five year mark in December of 2022. We are actively weighing investment proposals.
Please refer to our investor letter below for our performance and commentary on the first quarter of 2023.
Q2 2023 hedge fund letters, conferences and more
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...
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