Qualivian Investment Partners, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. In Q1 2021, the fund underperformed the S&P500 by 3.7% and 3.9% on a gross and net basis, respectively. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Qualivian Investment Partners, in its Q1 2021 investor letter, mentioned Watsco, Inc. (NYSE: WSO), and shared their insights on the company. Watsco, Inc....
