Mar Vista’s U.S. Quality Premier Strategy’s Q4 2025 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” fourth-quarter 2025 investor letter. US equities experienced strong momentum in 2025 and marked their third consecutive year of double-digit gains. The market witnessed one of the fastest recoveries following its dip into bear territory in April. Market leadership continued to narrow as mega-cap stocks and AI-driven companies dominated the landscape. Against this backdrop, The Mar Vista U.S. Quality Premier Strategy returned +1.80% net-of-fees gains in Q4 2025 vs. the Russell 1000® Index’s +2.41% return and the S&P 500® Index’s +2.65% return. Gradual changes started to surface in the fourth quarter as market participation expanded beyond mega-caps to other sectors and asset classes. So, 2026 may be different from the past three years. The letter also shared that, in 2026, markets will need to strike a balance between strong fundamentals and increasing economic uncertainties. In addition, please check the Fund’s top five holdings to know its best picks in 2025.

A copy of Mar Vista’s U.S. Quality Premier Strategy’s Q4 2025 investor letter can be downloaded here.