Mar Vista reports Q1 2026 losses but sees long-term growth in Ecolab and GE Vernova

Mar Vista Investment Partners reported a -7.24% return for its U.S. Quality strategy in Q1 2026, underperforming the Russell 1000 and S&P 500 indices. Despite short-term macro and execution risks, the firm remains optimistic about the long-term demand for Ecolab's business model and expects steady growth and margin improvements. GE Vernova is also viewed as well-positioned to generate strong returns and maintain its role in the global electricity market. However, Mar Vista sold its remaining SAP ADR shares due to increased risks from AI disrupting traditional software.