Qualivian Focus Fund 2Q19 Commentary On “The Market Inefficiencies that we Arbitrage”

Qualivian Focus Fund letter to investors for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc “Human nature desires quick results, there is a particular zest in making money quickly, and remoter gains are discounted by the average man at a very high rate.” – John Maynard Keynes Overview The Qualivian Focus Fund is an investment partnership focused on long-only public equities. The fund is designed for long-term investors who focus on the power of compounding. We do not short securities, nor do we take on leverage. We focus on stock picking rather than macro…