MAR VISTA INVESTMENT Overview
Mar Vista Investment Partners Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 09/30/19. The fund's latest filing disclosed 4BN in positions, representing 231% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/19. The fund's latest filing disclosed 4BN in positions, representing 231% of the manager's regulatory AUM.
MAR VISTA INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MAR VISTA INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 6.26% | Financials | 10.66% | -0.02% | 0 | 29% | ||
| MKL | 5.66% | Financials | 0.92% | -0.4% | 4 | 14% | ||
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FEATURED IN
MAR VISTA INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Silas A. Myers | Ceo, Manager, Chairman, Board Member, Common Member | September-2007 |
| Brian L. Massey | President, Manager, Board Member, Common Member | September-2007 |
| Joshua J. Honeycutt | Common Member | September-2007 |
| Jeffrey B. Prestine | Common Member | September-2007 |
| Robert A. Schmaltz | Chief Compliance Officer | November-2015 |
MAR VISTA INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MAR VISTA INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Mar Vista uses primarily fundamental methods of security analysis. The main sources of information Mar Vista uses include inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC, company press releases, direct interviews with management and financial newspapers and magazines as well as proprietary financial models.
7
The investment strategies used to implement any investment advice given to clients include long-term purchases (securities held at least one year) and short-term purchases (securities sold within one year).
Mar Vista does not recommend clients open margin accounts because of the increased risk and volatility these accounts unavoidably involve and the difficulties they present for account investment management. Generally, Mar Vista will not accept a client account that is on margin. (See the...
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Mar Vista uses primarily fundamental methods of security analysis. The main sources of information Mar Vista uses include inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC, company press releases, direct interviews with management and financial newspapers and magazines as well as proprietary financial models.
7
The investment strategies used to implement any investment advice given to clients include long-term purchases (securities held at least one year) and short-term purchases (securities sold within one year).
Mar Vista does not recommend clients open margin accounts because of the increased risk and volatility these accounts unavoidably involve and the difficulties they present for account investment management. Generally, Mar Vista will not accept a client account that is on margin. (See the...
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MAR VISTA INVESTMENT Portfolio Concentration
MAR VISTA INVESTMENT Location
11150 SANTA MONICA BLVD
SUITE 320
LOS ANGELES, California
UNITED STATES, 90025
SUITE 320
LOS ANGELES, California
UNITED STATES, 90025
MAR VISTA INVESTMENT Contact Information
Phone Number: 310-917-2800
Fax Number: 310-231-0100
Website: http://www.marvistainvestments.com/
Fax Number: 310-231-0100
Website: http://www.marvistainvestments.com/
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