Mar Vista Investment Partners Q4 2018 Letter

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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
Summary

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.

Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.