Mar Vista Investment Partners, LLCan investment management company, released its “MarVista US Quality Premier Strategy” fourth quarter 2025 investor letter. There may be a copy of the letter Downloaded here. US equities experienced strong momentum in 2025 and marked their third consecutive year of double-digit gains. After plunging into bear territory in April, the market witnessed one of the sharpest recoveries. Megacap stocks and AI-powered companies narrowly dominate the market as they dominate the landscape. Against this backdrop, the Mar Vista US Quality Premier Strategy returned +1.80% net off-phase gains in Q4 2025 versus the Russell 1000® Index’s +2.41% return and the S&P 500® Index’s +2.65% return. Gradual changes were evident in the fourth quarter as market participation expanded beyond megacaps to other sectors and asset classes. Therefore, 2026 may be different from the previous three years. The letter also notes that, in 2026, markets will need to strike a balance between strong fundamentals and increased economic uncertainty. Also, please check the fund’s top five holdings to know its best picks in 2025.
In its fourth quarter 2025 investor letter, Mar Vista US Quality Premier Strategy highlighted stocks such as MetaPlatforms, Inc. (NASDAQ: META). Meta Platforms, Inc. (NASDAQ: META) is a technology company that develops products to connect people. On January 16, 2026, Meta Platforms, Inc. (NASDAQ: META ) stock closed at 20,620.25 per share. Meta Platforms, Inc. (NASDAQ:META) has a one-month return of -6.24%, and its shares have gained 1.22% of their value over the past 52 weeks. Meta Platforms, Inc. (Nasdaq: META ) has a market capitalization of $1.56 trillion.
Mar Vista US Quality Premier Strategy stated the following in its fourth quarter 2025 investor letter regarding Meta Platforms, Inc. (NASDAQ: META).
“Meta Platform, Inc . While revenue growth is strong, driven by a 10% increase in average ad prices and a 10% increase in AI-powered content recommendations, investors are primarily focused on expected “material steps” in capital expenditures and operating expenses for 2026. When this cost shifting is done due to infrastructure development by infrastructure development and “meta-superintelligence”, this cost shifting is done. Near-term earnings power. While we believe this investment is necessary to protect Meta’s market position, we are cautious that the narrative surrounding new AI products is largely unsettled and that infrastructure spending may not yet be capped.
