Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis – ValueWalk Premium
Qualivian Investment Partners

Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis

Qualivian Investment Partners commentary for the second quarter ended July 30, 2020.

Q2 2020 hedge fund letters, conferences and more

“Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500%.” - Ian Cassell


Executive Summary
Readers of investment letters fall into several categories:

  • Those . . .

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