Tue, December 3, 2024
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Mar Vista Focus Strategy's Q3 2024 Investor Letter
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Tax Laws Amendments: List of Key Changes MPs have Proposed after Public Participation
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Why these 2 billionaire-led crypto plays stand out as buys: Analyst
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Will Elon Musk Ever Collect His Full Tesla Pay Package?
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Mondel?z International Names Volker Kuhn Executive Vice President for Europe
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Boubyan Bank completes MX.3 implementation for sharia-compliant treasury activity
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Dentsply Sirona Appoints Herman V. Cueto Interim Chief Financial Officer
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Montage Health appoints Michael McDermott as new president and CEO
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Comment: Our future depends on biodiversity, we must invest in it urgently
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Canada's Scotiabank misses profit estimates on higher taxes, expenses
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Trade finance fintech Modifi to invest more in Indian operations
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Karnataka HC quashes electoral bonds case against .. Nirmala Sitharaman, former state BJP chief Kateel
[ Tue, Dec 03rd 2024 ]: Bill Williamson
PNB Housing Finance to start Loan Against Property from April 2025, says MD & CEO Girish Kousgi
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Finance adviser confirms $1.1b IMF loan release by March
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Crowell & Moring named "Banking & Finance Team of .. ar" in LexisNexis Qatar Business Law Forum Awards
[ Tue, Dec 03rd 2024 ]: Bill Williamson
First Rail pursues 'clean core' SAP S/4HANA implementation
[ Tue, Dec 03rd 2024 ]: Bill Williamson
HELB, National Treasury Advertise Top Managerial Job Openings for Kenyans, Monthly Salary
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Average Net Worth by Age: How Do You Measure Up?
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Pat Gelsinger and Carlos Tavares had the same big problem: Morning Brief
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Palestinians File German Complaint on Media Giant Axel Springer's Business in Israeli Settlements
[ Tue, Dec 03rd 2024 ]: Bill Williamson
30 Under 30 Finance 2025: From Fintech's Top Founders To Wall Street's Best Dealmakers
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Qatar-Kazakhstan investment projects exceed $20bln
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Google Worried Israeli Contract Could Enable Human Rights Violations
[ Tue, Dec 03rd 2024 ]: Bill Williamson
EPFO claim rejected or 'returned': Know why and how to fix errors
[ Tue, Dec 03rd 2024 ]: Bill Williamson
GDP declines by 0.3% in third quarter
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Will Luxury & Sin Goods See A Tax Hike In December, 35% GST On Tobacco, Aerated Drinks?
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Be the Future: Malaysia's First Philosophy, Politics & Economics Degree
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Stellantis considers Picat and Filosa for CEO, says source
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Jack Nathan Health Closes Sale of Canadian Business and Positions for Global Growth
[ Tue, Dec 03rd 2024 ]: Bill Williamson
France faces 'moment of truth' with government on brink of collapse
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Lighthouse Canton Releases Venture Debt Report, H .. h of Non-Dilutive Financing for Startups in India
[ Tue, Dec 03rd 2024 ]: Bill Williamson
REITs in India: 24% returns and 60% of office space ready for investment
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Upper Crust owner SSP posts 23% rise in annual profit
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Egypt's non-banking finance hit $13bln in 9 months: FRA
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Indonesia offers six oil and gas blocks in second 2024 auction
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Buy 'Magnificent Seven' on Corrections, NYU's Damodaran Says
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Commonwealth bank announces major changes to everyday accounts and additional cash withdrawal fees
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Will RBI announce a rate cut? MPC meet date, time, and what to expect
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Prosus invests $100 million in Vastu Housing Finance, acquires minority stake
[ Tue, Dec 03rd 2024 ]: Bill Williamson
Exclusive: Netflix star Ryan Serhant raises $45 m .. ion to disrupt the real estate brokerage business
Mon, December 2, 2024
[ Mon, Dec 02nd 2024 ]: Bill Williamson
Thai Finance Minister says room for rate cut as inflation is low
[ Mon, Dec 02nd 2024 ]: Bill Williamson
Partnership of promise
[ Mon, Dec 02nd 2024 ]: Bill Williamson
Art Cashin, Wall Street veteran and CNBC regular, dies at age 83
[ Mon, Dec 02nd 2024 ]: Bill Williamson
The Bill Gates Foundation Bought 1,000,000 Shares .. 3 2024 And They're Both In The Same Sector - Why?
[ Mon, Dec 02nd 2024 ]: Bill Williamson
LinkedIn Has A Few AI Features For Users To Try (And Here's How To Use Them)
[ Mon, Dec 02nd 2024 ]: Bill Williamson
South Africa is the perfect destination for outsourcing software development
[ Mon, Dec 02nd 2024 ]: Bill Williamson
Brokerage Radar: Jefferies bullish on Global Health, HSBC says 'Buy' to Bajaj Finance
[ Mon, Dec 02nd 2024 ]: Bill Williamson
Robert Kiyosaki: 8 Assets To Get You So Rich You Can Quit Your Job Forever

Mar Vista Focus Strategy's Q3 2024 Investor Letter

The Q3 2024 Investor Letter from Mar Vista Focus Strategy discusses the fund's performance and strategic outlook. The letter highlights that the fund experienced a slight underperformance compared to the S&P 500, attributing this to specific stock selections and broader market dynamics. Key points include a detailed analysis of their top holdings, such as a significant position in Apple Inc., which faced challenges due to supply chain issues but remains a core holding due to its long-term growth potential. The letter also addresses the fund's approach to risk management, emphasizing a focus on high-quality companies with sustainable competitive advantages. Additionally, it outlines the economic environment, noting concerns about inflation, interest rates, and geopolitical tensions, yet expresses optimism about the resilience of their portfolio companies. The strategy moving forward involves a cautious approach to new investments, with an emphasis on sectors like technology, healthcare, and consumer goods, which are expected to weather economic uncertainties better.

Read the Full Insider Monkey Article at:
[ https://www.insidermonkey.com/blog/mar-vista-focus-strategys-q3-2024-investor-letter-1401569/ ]