COMMENTARY:

Click here to view U.S. Quality Q3 2025

Click here to view U.S. Quality Premier Q3 2025

ARTICLES:

At Mar Vista Investment Partners, our discipline has always centered on patient ownership of exceptional businesses — companies with durable competitive advantages, disciplined capital allocation, and the ability to compound value through cycles.

Our new Quality Premier Strategy represents a focused expression of that philosophy. It invests in the same wide-moat companies as our U.S. Quality strategy but rebalances toward a single, measurable trait: return on invested capital.

The result is a concentrated, quality-driven portfolio designed to emphasize capital efficiency and consistency over time. Click here to read more.

Click here to view The Case for Large Cap Active Equity Investing & Index Concentration