Mar Vista’s U.S. Quality Select Strategy’s Q4 2024 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista U.S. Quality Select Strategy” fourth quarter 2024 investor letter. The stock market rose in 2024 and carried on through the fourth quarter, as investors welcomed the growing optimism following the presidential election. For the year, the S&P 500® Index (“S&P 500®”) increased by 25.0%, its second straight consecutive annual gain above 20%. In the fourth quarter, the strategy returned +0.39% net-of-fees compared to +2.74% and +2.41% returns for the Russell 1000® Index and the S&P 500® Index, respectively. Stock selection within information technology, healthcare, and real estate detracted from the fund’s performance during the quarter. In addition, please check the fund’s top five holdings to know its best picks in 2024.

A copy of Mar Vista’s U.S. Quality Select strategy’s Q4 2024 investor letter can be downloaded here.