Mar Vista Investment Partners, LLC, an investment management company, released the “Global Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The quarter marked another robust period for the U.S. and international stock markets. Utilities, real estate, industrials, and financials sectors outperformed the technology sector in the quarter. In the third quarter, the strategy returned +7.23% net-of-fees compared to +6.36% and +6.61% returns for the...
Oracle Corporation’s (ORCL) Cloud Investments are Paying Off
