Qualivian Investment Partners’ Q2 2021 Investor Letter

Qualivian Investment Partners, an investment management firm, published its second quarter 2021 investor letter – a copy of which can be downloaded here. From inception (December 14, 2017) to the end of Q2 2021, the fund has returned 102.8% and 98.5% on a gross and net basis respectively, outperforming the S&P 500 Total Return index by 30.4% and 26.1%, respectively. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.