Our Strategy
Qualivian Investment Partner’s strategy combines the best elements of private equity exemplified by its in-depth research process, concentrated portfolio, and long-term holdings with the flexibility, liquidity, and portfolio/risk management benefits of public equities. We believe that Qualivian can generate attractive risk-adjusted returns over a market cycle by owning a concentrated portfolio of high quality and growing businesses led by shareholder-oriented, experienced management teams over an extended period of time.
Our strategy has four principle differentiators
Simplicity
QIP utilizes fundamental, bottom-up analysis, to identify and analyze franchise companies primarily in the United States. We do not use leverage or short companies and face less risk from cognitive limitations by staying within our zone of competency.
Careful Stock Selection
We only target “Quality Compounders” with sustainable competitive moats that generate significant free cash and have management teams that think like owners that reinvest capital back into the business at excellent rates thereby leveraging the power of compounding.
Concentration
The Principals recognize that "Quality Compounders" are limited so we invest in them with concentration. QIP only purchases a new stock if the investment thesis and long-term upside are clearly superior.
Investor Alignment
QIP seeks to align itself with like-minded long-term clients. By focusing on “Quality Compounders”, we emphasize capital preservation, and the Principals have a significant portion of their personal wealth in the fund.