Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities entered 2026 with sustained momentum, despite market leadership evolving significantly over the first quarter. Initial support in equities was hampered by tariff uncertainty, doubts about AI-driven growth sustainability, and emerging private credit concerns, before geopolitical challenges. The quarter saw the lowest performance for U.S. equities in this volatile environment,...
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