Mar Vista’s US quality strategy divested its stake in Equifax (EFX)

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” ...

Mar Vista U.S. Quality Q4 2025 Portfolio Update

During the quarter, we initiated new investments in Taiwan Semiconductor and Netflix, while we exited our positions in ...

Mar Vista U.S. Quality Q4 2025 Top Contributors And Detractors

Alphabet, Johnson & Johnson and Danaher Corp. were among the portfolio’s top contributors for the quarter, while Oracle, ...
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Mar Vista U.S. Quality Strategy Decided to Divest its Position in Microchip Technology (MCHP)

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S. Quality Strategy” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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The Quality Growth Strategy's Challenges in Emerging Markets

Emerging markets have long been considered ideal for quality growth strategies, which combine consistent earnings growth with the financial stability of high-quality companies. These strategies are ...