STRATEGIC GROWTH

Mar Vista’s Strategic Growth strategy seeks long-term capital appreciation by investing in a portfolio of 30-50 durable franchises that can grow excess returns on capital well into the future yet trade at attractive margins of safety. Position sizes range from 1% to 5% at cost. We believe the diversification found in a portfolio of 30-50 stocks provides ample opportunity for differentiated outcomes, while dampening the volatility inherent in more concentrated products.  To learn more about Mar Vista’s Strategic Growth strategy, click here to view the latest quarterly flash report.