Mar Vista’s U.S. Quality Strategy’s Q2 2026 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. In Q2 2026, the Strategy achieved a net return of +12.71%, trailing the Russell 1000® and S&P 500® indices, which returned +15.14% and +15.20%, respectively. Stock picks in industrials and consumer discretionary sectors boosted performance, while holdings in information technology and healthcare detracted. Despite a challenging macroeconomic environment, US equities gained in Q2, supported by resilient economic growth and expanding market leadership. AI remained a key investment theme, but investors shifted focus toward AI companies capable of delivering sustainable earnings growth. The fund targets high-quality companies with durable competitive advantages, strong management, and the ability to grow intrinsic value over time, while maintaining disciplined valuation and risk controls. Review the top five holdings to understand their key strategies for 2026.

You can download a copy of Mar Vista’s U.S. Quality Strategy’s Q2 2026 investor letter here.

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