Dear Friends of the Fund,
We are sending our Q1 2024 investor letter a bit later than usual for your review. As a result, this is an abbreviated letter which simply reviews the portfolio’s performance, changes to the portfolio in the quarter, as well as reviewing the portfolio’s key attributes. We will resume our regular programming with insights into our investment thinking as well as a deep dive Quality Compounder stock review in our upcoming Q2 2024 investor letter, as we normally do.
As a reminder, Qualivian reached its six year mark in December of 2023. We are...
