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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...