A Wide-Moat Strategy on Our Radar
Large-cap Mar Vista Strategic Growth has generated excellent risk-adjusted returns.
Greg Carlson: Mar Vista Strategic Growth is a fund that's on our radar. Now, this is a large-cap growth strategy. The mutual fund itself has been around for less than five years; however, the same team has been running (the strategy) since 2004. The team of four has worked together for more than a decade and started its own firm in 2007.
They run a compact portfolio of 30 to 50 stocks. And they seek out companies with durable competitive advantages or wide economic moats as well as high returns on invested capital. They tend to hold on to their picks for the long haul.
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