Overview
Mar Vista's Strategic Growth Fund seeks long-term capital appreciation by investing in a portfolio of 30-50
durable large-cap franchises that we believe could grow excess returns on capital well in to the future yet trade at
attractive discounts to intrinsic value.
Position sizes range from 1% to 5% at cost. We believe the diversification
found in a portfolio of 30-50 stocks provides ample opportunity for growth, while dampening the volatility
inherent in more concentrated products. To learn more about Mar Vista's Strategic Growth Fund, click here to view the latest quarterly profile.