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 investment philosophy centers on owning high-quality companies with durable competitive moats, capable management, and strong returns on invested capital, while maintaining valuation discipline. During the third quarter of 2026, the strategy returned +1.74% net of fees, compared to +1.79% for the Russell 1000 Index and +2.30% for the S&P 500 Index. Stock selection in information technology and financials contributed positively, while industrials and materials detracted. The firm observes that macroeconomic headwinds—including higher interest rates, elevated energy costs, and persistent inflation—are exerting financial gravity on broad market valuations, despite headline index resilience driven by artificial intelligence leaders. Over 40% of the strategy is invested in AI infrastructure enablers, but management emphasizes selective underwriting of incremental returns on invested capital as capital expenditures expand. The portfolio also initiated a new position in StandardAero and liquidated its remaining position in Oracle.
Mar Vista seeks to compound intrinsic value by investing in high-quality businesses with durable competitive advantages and superior returns on capital while enforcing strict valuation discipline.
Mar Vista enters the fourth quarter with greater caution as higher interest rates, elevated energy prices, and stretched market valuations leave little room for disappointment. Looking ahead, the investment environment is expected to become increasingly differentiated, with earnings growth, disciplined capital allocation, and business execution replacing broad market beta as the primary drivers of investment performance. The team anticipates an attractive environment for active managers who identify quality companies capable of compounding intrinsic value through technological productivity.
As of Oct 7, 2026
Mar Vista Investment Partners is a majority employee-owned, minority-led fundamental active equity investment management firm established in 2007 that has grown assets under management by 6,775 percent since founding. The firm manages approximately $1.51 billion in discretionary assets as of December 31, 2024, serving 268 discretionary accounts across various client types including high net worth individuals, investment companies, pension plans, and charitable organizations. Based in Los Angeles, California, the firm operates as a registered investment adviser with a and comprehensive compliance framework. The investment team of four experienced partners collectively brings over a century of investment experience, with CEO Silas Myers regularly representing the firm in financial media and industry forums.
Lead Portfolio Manager
Mar Vista Investment Team
Managing Partner
Moderate Conviction Bullish
Market Conviction
50
Growth Outlook
50
Risk Appetite
50
Capital Deployment
50
Forward Guidance
50
Language Signal
50
Perceived Risk
50
Opportunity Density
50
Time Horizon
50
Top Conviction Themes
Key Catalysts
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