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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 143% of the manager's regulatory AUM.

MAR VISTA INVESTMENT StockAlpha

-0.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MAR VISTA INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMT 7.26% Tech -11.01% -0.74% 0 15%
BRK.B 6.98% Financials 11.68% -0.37% 0 28%
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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.
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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

MAR VISTA INVESTMENT Contact Information

Phone Number: 310-917-2800
Fax Number: 310-231-0100
Website:

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