Mar Vista
Mar Vista US Quality
US Quality
Mar 2025 → Dec 2025
Our archive holds 5 letters from this strategy, behind 3 investment theses and positions in 3 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in a year — follow all of Mar Vista for every strategy.
Its investment theses
- Linde plcDec 2025Linde is a high-quality industrial gases leader with transitory volume headwinds and a $10+ billion backlog in clean hydrogen and electronics supporting long-term growth.
- GE AerospaceJun 2025GE Aerospace is well-positioned for long-term growth due to its market dominance in aircraft engines, robust aftermarket services, and technological leadership, despite competitor challenges.
- NVIDIAMar 2025NVIDIA is seen as an attractive investment opportunity following a significant stock pullback, driven by concerns over a new Chinese AI competitor, with compelling valuations and strong growth prospects in the evolving AI market.