Mar Vista Investment Partners LLC
Mar Vista Investment Partners, LLC is a privately-owned investment adviser founded in 2007 and headquartered in Los Angeles, CA. The firm manages multiple equity strategies for a variety of clients through separately managed accounts and as an adviser to open-end funds. As of 2024, it has approximately 17 employees and serves individuals, institutions, and investment companies. Mar Vista is majority-owned by its management, with a minority stake held by F/m Managers Group, LLC. The firm is SEC-registered and focuses on high-quality growth equity investments.
Investment Strategy
Mar Vista Investment Partners employs a long-term, patient approach focused on investing in high-quality growth businesses trading below their intrinsic value. They target companies with wide economic moats, high returns on capital, and strong reinvestment opportunities. The firm emphasizes preservation of capital as much as growth, seeking businesses with proven management teams and the ability to compound economic value. Investment decisions are made collaboratively, leveraging a consistent investment framework to ensure thorough analysis and disciplined valuation, with investments made only when there is a significant discount to estimated fair value.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.59% | $99.2M | 199,341 | $174.83 | $497.41 | +$21.4M |
T TDG | TRANSDIGM GROUP INC | 5.32% | $69.5M | 45,722 | $476.53 | $1520.64 | -$180.0K |
A AMZN | AMAZON.COM INC | 4.75% | $62.0M | 282,743 | $74.19 | $219.39 | +$5.2M |
O ORCL | ORACLE CORP | 4.40% | $57.4M | 262,586 | $104.80 | $218.63 | +$19.7M |
I INTU | INTUIT INC | 4.36% | $56.9M | 72,275 | $243.58 | $787.63 | +$12.2M |