Strategic Growth - Mar Vista’s Strategic Growth strategy seeks long-term capital appreciation by investing in a portfolio of 30-50 durable large-cap 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 growth, 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 profile.

Focus - Mar Vista’s Focus strategy seeks long-term capital appreciation by investing in a concentrated portfolio of 15-20 quality, sustainable growth stocks representing some of the firm’s highest conviction ideas. Following a bottom-up process, we look for companies exhibiting above-average earnings growth, strong financial strength, dominant business models, pricing power, significant free cash flows, and the ability to prosper in a variety of market environments. Position sizes average 5%, though that weighting can vary depending on a stock’s risk/reward characteristics. For clients with a longer time horizon and greater tolerance for volatility, we believe Focus has the potential to provide superior risk-adjusted returns relative to more diversified strategies over a full market cycle. To learn more about Mar Vista's Focus strategy, click here to view the latest quarterly profile.

Mid-Cap Growth - Mar Vista’s Mid-Cap Growth strategy seeks long-term capital appreciation by investing in a portfolio of 25-45 durable mid-cap 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. Holdings are spread across multiple industries and may have a higher concentration in sectors where numerous investment opportunities that fit our growth and valuation criteria are found. To learn more about Mar Vista's Mid-Cap Growth strategy, click here to view the latest quarterly profile.