Qualivian Investment Partners

Aamer Khan serves as Managing Partner and Chief Investment Officer, and is the sole portfolio manager. He launched the firm in 2019 after seven years as a managing director at Third Point, where he focused on technology, media, and telecommunications. Khan is lead analyst on every portfolio position, supported by a lean investment team operating from New York.

Qualivian applies a private-market due diligence framework to public companies. The process includes extensive primary research — conversations with customers, channel partners, former employees, and industry experts — layered on top of fundamental financial analysis. The firm actively avoids relying on sell-side research or consensus narratives, instead building conviction through operational diligence before sizing a position.

No. Despite a research process that closely resembles late-stage venture due diligence, Qualivian only invests in publicly listed companies. The firm views public-market seasoning — audited financials, management accountability to shareholders, and market-based price discovery — as an essential filter before committing capital, and does not participate in private funding rounds.

"Qualivian" derives from the concept of long-lived quality. Khan chose the name to signal the firm's focus on durable competitive advantages — network effects, high switching costs, and negative net churn — that allow portfolio companies to compound revenues and intrinsic value over extended periods. The thesis is that the public markets systematically underpric long-duration growth trajectories.