Mar Vista Investment Partners, LLC, an investment management company, released the “Global Strategy” second quarter 2024 investor letter. In the second quarter, the strategy returned +2.04% net-of-fees compared to +2.66% and +2.92% returns for the MSCI World Net Index and the MSCI All Country World Net Index. In the first half of 2024, the MSCI All Country World Index Net appreciated 11.30%, marking one of its best performances since the late 1990s tech bubble. In addition, please check the fund’s top five holdings to know its best picks in 2024.
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