Qualivian Investment Partners Q1 2022 Commentary: Verisign

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Qualivian Investment Partners commentary for the first quarter ended March 31, 2022. In science you have to understand the world. In investing others have to misunderstand the world. – Nassim Taleb OverviewQualivian Investment Partners is an investment partnership focused on long-only public equities. We own a concentrated portfolio of 15–25 understandable companies with wide moats, long reinvestment runways, and outstanding capital allocation. Since we expect them to compound capital at a mid-teens rate, we hold them for an extended period. We are seeking investors who are aligned with our lo…

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