Mar Vista U.S. Quality Premier Strategy: NVIDIA (NVDA) Continues to Benefit from AI infrastructure Build-out

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a standout period for US equities, led by optimism over the Federal Reserve’s dovish pivot and the ongoing boom in artificial intelligence (AI). The S&P 500® Index and the Nasdaq Composite surged, representing technology’s relentless momentum.  In the quarter, the strategy returned +6.41% net of fees, compared to +8.00% and +8.12% returns for the Russell...