The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
Mar Vista's Global Quality strategy achieved a solid +12.98% net-of-fees return in Q2 2025, outperforming its MSCI benchmarks. Key performance drivers included mega-cap technology and AI-related names (Microsoft, Oracle, NVIDIA), while detractors included Apple, Berkshire Hathaway, and Coloplast. Portfolio activity during the quarter focused on capitalizing on secular winners and managing geopolitical risk; this was executed by initiating a position in GE Aerospace, increasing holdings in NVIDIA, and divesting from Fanuc and Broadcom. The manager expresses a cautious outlook for the second half of 2025 due to trade and political uncertainties, emphasizing the need for disciplined valuation analysis.
Focus on high-quality companies with durable competitive advantages, secular growth drivers (like AI and aerospace demand), and robust recurring revenue streams, managed with strict valuation awareness to guard against downside risk in a volatile macroeconomic environment.
The second half of 2025 is expected to be more volatile due to persistent policy uncertainty, U.S. trade tariffs, and elevated valuations. Trajectory will depend heavily on actual earnings growth rather than multiple expansion. However, resilient corporate earnings and AI momentum provide underlying structural optimism.
As of Jun 30, 2025
The Mar Vista leadership team brings extensive institutional investment experience with Silas A. Myers serving as CEO with 35 years of experience and Harvard education, Brian L. Massey as President with 34 years of experience and UCLA MBA serving as Managing Member since 2007, Joshua J. Honeycutt as Partner with 25 years of experience and Purdue education, and Jeffrey B. Prestine as Partner with 26 years of investment experience. The firm was founded in 2007 as a minority-led investment management firm headquartered in Los Angeles with additional operations in Minnesota. The team manages approximately $1.5 billion in assets across 268 discretionary accounts serving institutions, foundations, pensions, endowments, and high net worth individuals. The firm employs 17 investment professionals across four offices with a focus on creating value through risk-adjusted returns that exceed passive index opportunities.
Quality Value / Growth
Lead Portfolio Manager
High Conviction Bullish
Market Conviction
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Language Signal
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