U.S. QUALITY PREMIER

Mar Vista’s U.S. Quality Premier strategy seeks to enhance the purchasing power of clients’ capital at rates better than passive benchmarks while incurring less risk than the benchmark. The portfolio invests in generally 25-50 durable growth businesses that possess a wide economic moat and opportunities to grow and reinvest capital at high rates of return, yet are trading at an attractive discount to intrinsic value. Position sizes in U.S. Quality Premier are more heavily influenced by a business’ ability to generate high Returns on Invested Capital (“ROIC”). For clients with a lower risk profile, Mar vista believes a portfolio of 25-50 stocks provides opportunities for positive long-term risk adjusted investment returns while dampening the volatility experienced in more concentrated portfolios.