COMMENTARY:

2Q 2026

Click here to view U.S. Quality Q2 2026

Click here to view U.S. Quality Premier Q2 2026

1Q 2026

Click here to view U.S. Quality Q1 2026

Click here to view U.S. Quality Premier Q1 2026

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