Mar Vista U.S. Quality Portfolio Q1 2026 Commentary

Mar Vista Investment Partners22 FollowersFollow5ShareSavePlay(28min)CommentsSummaryMar 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.Stock selection within healthcare and materials positively impacted performance, while stocks in industrials and information technology detracted most from performance during the quarter.Top Q1 portfolio contributors were Johnson & Johnson, Linde and Analog Devices. Top detractors were Microsoft, Intuit and TransDigm Group. Tatsuya Ozaki/iStock via Getty Images Summary U.S. equities entered 2026 with continued momentum, although market leadership began to evolve meaningfully over the first quarter. While the Federal Reserve's easing bias and resilient corporate earnings initially supported equity prices, the environment became increasingly differentiated This 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.