Mar Vista U.S. Quality Q1 2026 Portfolio Activity

Mar Vista Investment Partners22 FollowersFollow5ShareSavePlay(10min)CommentsSummaryWhile macro and execution risks remain, we believe long-term demand drivers support the durability of Ecolab's business model and may contribute to steady growth and margin improvement over time.We believe GE Vernova is well-positioned to continue generating strong returns on invested capital and remain a critical player in the global electricity value chain.We sold our remaining position in SAP ADR during the quarter, as the range of outcomes expanded amid growing perceived risk of disruption to traditional software from AI. sankai/E+ via Getty Images The following segment was excerpted from the Mar Vista U.S. Quality Portfolio Q1 2026 Commentary. Mar Vista's U.S. Quality strategy returned -7.24% net-of-fees in the first quarter of 2026. The Russell 1000 Index and the S&P 500 Index returned -4.18% and -4.33%, respectively. StockThis article was written byMar Vista Investment Partners22 FollowersFollowMar Vista Investment Partners, LLC is a majority employee owned, minority-led, fundamental active equity investment management firm. With its headquarters in Los Angeles, California, the firm serves the needs of a variety of clients including institutions, foundations, pensions, endowments, trusts, model portfolios, SMA platforms, advised and sub-advised mutual funds, as well as high-net-worth individuals. Strategies include: Strategic Growth, Focus and Global Equity. Note: This account is not managed or monitored by Mar Vista Investment Partners, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Mar Vista Investment Partners' official channels.