Mar Vista Investment Partners Q4 2018 Letter

About: American Tower Corporation (REIT) (AMT), MKL, BRK.A, BRK.B, GOOG, GOOGL, INTU, HON, ECL, UN, ORCL, MCHP, Includes: ADBE, CLB, DLTR, KSU, SLB, TDG, XPO
by: Fund Letters

Mar Vista is a minority-owned investment management firm serving the needs of a variety of clients, including institutions, foundations, pensions, endowments, trusts, and high net worth individuals.

We invest exclusively in rare, wide-moat businesses that compound free cash flow, possess the opportunity to produce high returns on invested capital, and trade at a significant discount to their fair value.

Includes detailed analysis of Mar Vista Investment Partners' positions in American Tower, Markel Corp., Berkshire Hathaway, Alphabet, Intuit, Honeywell, Ecolab, Unilever, Oracle, and Microchip.

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