Mar Vista Investment Sold Fanuc Corporation (FANUY) in Q2

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista Global Quality Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first half of 2025 concluded on a historic note, as global equities shrugged off earlier turbulence to close at record levels. The rebound in the U.S. stock market challenges investors' confidence in shifting their focus to Europe. In the second quarter, the strategy returned +12.98% net of fees, compared to +11.47% and +11.53% returns for the MSCI World Net Index and the MSCI All...