Qualivian Investment Partners’ Q1 2021 Investor Letter

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.