U.S. QUALITY

 

Formerly known as Strategic Growth, Mar Vista’s U.S. Quality (USQ) strategy is grounded in a disciplined approach to long-term capital appreciation. The portfolio typically includes 30–50 durable growth businesses with wide economic moats, strong reinvestment potential, and valuations that suggest a favorable long-term risk/reward profile. Position sizes generally range from 1% to 5% at cost. Through active ownership and deep fundamental research, USQ seeks to identify businesses that passive benchmarks may overlook, emphasizing thoughtful selection, valuation discipline, and long-term stewardship as core drivers of capital compounding.

Click here to view the U.S. Quality fact sheet.