Mar Vista Focus Strategy’s Q2 2024 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter. In the second quarter, the strategy returned +3.74% net of fees compared to +8.34% and +4.28% returns for The Russell 1000 Growth Index and the S&P 500 Index. The strategy’s performance was negatively impacted by the stock selection within the information technology, communication services, and consumer discretionary. Following a robust performance in the first six months, it appears that stocks are poised to enter the second half of the year with strong momentum. The picture is still favorable because of robust corporate profitability, decreasing inflation, and high enterprise spending. Kindly check the top 5 stocks of the strategy to know its best picks in 2024.

A copy of Mar Vista Focus Strategy’s Q2 2024 investor letter can be downloaded here.