Latest news with #MarVistaGlobalQualityStrategy
Yahoo
4 days ago
- Business
- Yahoo
Mar Vista Investment Sold Fanuc Corporation (FANUY) in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its 'Mar Vista Global Quality Strategy' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first half of 2025 concluded on a historic note, as global equities shrugged off earlier turbulence to close at record levels. The rebound in the U.S. stock market challenges investors' confidence in shifting their focus to Europe. In the second quarter, the strategy returned +12.98% net of fees, compared to +11.47% and +11.53% returns for the MSCI World Net Index and the MSCI All Country World Net Index, respectively. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Mar Vista Global Quality Strategy highlighted stocks such as Fanuc Corporation (OTC:FANUY). Headquartered in Yamanashi, Japan, Fanuc Corporation (OTC:FANUY) provides factory automation products. The one-month return of Fanuc Corporation (OTC:FANUY) was -3.64%, and its shares lost 11.95% of their value over the last 52 weeks. On July 10, 2025, Fanuc Corporation (OTC:FANUY) stock closed at $12.77 per share, with a market capitalization of $23.832 billion. Mar Vista Global Quality Strategy stated the following regarding Fanuc Corporation (OTC:FANUY) in its second quarter 2025 investor letter: "We sold our small position in Fanuc Corporation (OTC:FANUY) to raise capital to bring GE Aerospace. Moreover, automation equipment was approaching a cycle low prior to the announcement of tariffs on Japan and other Asian nations. We felt it appropriate to neutralize the risk of a trade war by replacing Fanuc with an investment that was less impacted." A robotics technician in a clean room programming a CNC series product. Fanuc Corporation (OTC:FANUY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held Fanuc Corporation (OTC:FANUY) at the end of the first quarter, compared to 1 in the previous quarter. While we acknowledge the potential of FANUY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
24-02-2025
- Business
- Yahoo
Factors That Led the Exceptional Performance of Amazon.com (AMZN) in Q4
Mar Vista Investment Partners, LLC, an investment management company, released the 'Mar Vista Global Quality Strategy' fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. As investors welcomed reduced interest rates and inflation in developed economies, the global stock market rose in 2024. The MSCI World Net Index increased 18.7% for the year, finishing an incredible two-year run with a 47% total return and its second straight annual gain above 15%. In the fourth quarter, the strategy returned -3.31% net-of-fees compared to -0.16% and -0.99% returns for the MSCI World Net Index and the MSCI All Country World Net Index, respectively. In addition, please check the fund's top five holdings to know its best picks in 2024. In its fourth quarter 2024 investor letter, Mar Vista Global Quality Strategy emphasized stocks such as Inc. (NASDAQ:AMZN). Inc. (NASDAQ:AMZN) provides consumer products, advertising, and subscription services through online and physical stores that operate through North America, International, and Amazon Web Services (AWS) segments. The one-month return of Inc. (NASDAQ:AMZN) was -8.00%, and its shares gained 23.95% of their value over the last 52 weeks. On February 21, 2025, Inc. (NASDAQ:AMZN) stock closed at $216.58 per share with a market capitalization of $2.295 trillion. Mar Vista Global Quality Strategy stated the following regarding Inc. (NASDAQ:AMZN) in its Q4 2024 investor letter: " Inc.'s (NASDAQ:AMZN) profitability was the key highlight of the third quarter financial results, with AWS and International Retail achieving record operating margins, and North America Retail posting its second-best margin in five years. Even more impressive was the fourth quarter operating income forecast, projecting up to $20 billion, significantly exceeding the expected $16 billion and suggesting a record 11% margin. This exceptional performance was driven by economies of scale, logistics efficiencies, successful AI implementations, increasing ad revenue, and accelerated AWS growth. A customer entering an internet retail store, illustrating the convenience of online shopping. Inc. (NASDAQ:AMZN) is in first position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 338 hedge fund portfolios held Inc. (NASDAQ:AMZN) at the end of the fourth quarter compared to 286 in the third quarter. In Q4 2024, Inc. (NASDAQ:AMZN) achieved global revenue of $187.8 billion, representing an 11% year-over-year growth excluding the impact of foreign exchange. While we acknowledge the potential of Inc. (NASDAQ:AMZN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article we discussed Inc. (NASDAQ:AMZN) and shared the list of top stocks to buy from Joe DiMenna's Stock Portfolio. In addition, please check out our hedge fund investor letters Q4 2024 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
