Investor Summary

Mar Vista Investment Partners is a majority employee-owned, minority-led fundamental active equity investment management firm founded in 2007. The firm employs approximately 17 individuals and maintains headquarters in Los Angeles with an additional office in Minnesota. The company serves diverse client types including institutions, foundations, pensions, endowments, trusts, high-net-worth individuals, model portfolios, SMA platforms, and sub-advised mutual funds. All key personnel maintain clean regulatory records with extensive industry experience averaging over 25 years per team member.

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Fund Strategy

Mar Vista's investment philosophy centers on the principle that successful active management requires conviction and patience. The firm seeks to invest in high-quality growth businesses trading at discounts to fair value, placing equal emphasis on capital preservation and growth potential. Their approach involves valuing companies as private entities, discounting free cash flows or economic value added to determine intrinsic business worth. The firm prioritizes management teams adept at capital allocation that maximizes shareholder value and focuses on companies with competitive advantages and strong capital reinvestment prospects.

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FUND PERFORMANCE AS OF 30th June 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
10.43% - 12.98%