Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Mar Vista's Global Quality strategy delivered -3.31% net in Q4 2024, lagging global benchmarks due to short-term weakness in consumer staples and real estate. The fund actively reallocated capital, establishing a new position in ASML and trimming/exiting fully valued holdings like Disney and Roper, while maintaining high conviction in artificial intelligence beneficiaries.
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Mar Vista's Global Quality strategy delivered -3.31% net in Q4 2024, lagging global benchmarks due to short-term weakness in consumer staples and real estate. The fund actively reallocated capital, establishing a new position in ASML and trimming/exiting fully valued holdings like Disney and Roper, while maintaining high conviction in artificial intelligence beneficiaries.
