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 who read the entire letter in detail, Those who skim, and Those who are only interested in the twitter version. For this category here is the tweet: “Our performance in Q2 was ahead of the S&P 500 by 9.6% and 9.5% on…
On This Page
- Executive Summary
- Overview
- Performance of the Fund in Q2 2020
- Our Portfolio and Disruption
- Can Passive Investing Outperform Active Investing regarding Quality Compounders?
- Are the Big Five Valued Properly?
- O’Reilly Automotive (ORLY): A Founder-Led Automotive Parts Quality Compounder
- A Final Thought: "Everything that Counts Cannot Always be Counted"
This content is exclusively for paying members of Hedge Fund Alpha
Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha
Don’t have an account?
Subscribe now and get 7 days free!
