Mar Vista US quality strategy picks QXO Incorporated (QXO) backed by varied growth drivers

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

Mar Vista US Quality Strategy sold SAP SE (SAP) due to the increased risk of AI disruption

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.

Mar Vista U.S. Quality Strategy Exited Veralto Corporation (VLTO) for More Compelling Opportunities

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

Mar Vista U.S. Quality Q1 2026 Portfolio Activity

While macro and execution risks remain, we believe long-term demand drivers support the durability of Ecolab's business model ...
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Mar Vista Global Quality Strategy’s Q4 2024 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Global Quality Strategy” fourth quarter 2024 investor letter. As investors welcomed reduced interest rates ...

Mar Vista U.S. Quality Strategy’s Q1 2026 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” first-quarter 2026 investor letter. U.S.

Mar Vista U.S. Quality Portfolio Q1 2026 Commentary

Mar Vista's U.S. Quality strategy returned -7.24% net-of-fees in Q1 2026. The Russell 1000 Index and the S&P 500 Index ...