Mar Vista’s U.S. Quality Strategy Divested Its Stake in Equifax (EFX)

5 days ago 4

Soumya Eswaran

Tue, January 13, 2026 astatine 8:41 AM CST 3 min read

Mar Vista Investment Partners, LLC, an concern absorption company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. US equities experienced a beardown momentum successful 2025 and marked their 2nd consecutive twelvemonth of double-digit gains. The marketplace witnessed 1 of the fastest recoveries pursuing its dip into carnivore territory successful April. Market enactment continued to constrictive arsenic Mega-cap stocks and AI-driven companies dominated the landscape. Against this backdrop, The Mar Vista’s U.S. Quality strategy reported +0.20% net-of-fees gains successful Q4 2025 vs. the Russell 1000® Index’s +2.41% instrumentality and the S&P 500® Index’s +2.65% return. Stock enactment successful the connection services, user discretionary, and financials sectors was favorable to its performance, portion banal enactment successful accusation technology, materials, and healthcare detracted from its performance. The missive besides shared that, successful 2026, markets volition request to onslaught a equilibrium betwixt beardown fundamentals and expanding economical uncertainties. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Mar Vista U.S. Quality Strategy highlighted stocks specified arsenic Equifax Inc. (NYSE:EFX). Equifax Inc. (NYSE:EFX) is simply a data, analytics, and exertion institution that operates done Workforce Solutions, U.S. Information Solutions (USIS), and International segments. The one-month instrumentality of Equifax Inc. (NYSE:EFX) was 0.83%, and its shares mislaid 12.68% of their worth implicit the past 52 weeks. On January 12, 2026, Equifax Inc. (NYSE:EFX) banal closed astatine $221.63 per stock with a marketplace capitalization of $27.248 billion.

Mar Vista U.S. Quality Strategy stated the pursuing regarding Equifax Inc. (NYSE:EFX) successful its 4th fourth 2025 capitalist letter:

"We divested our presumption successful Equifax Inc. (NYSE:EFX) during the 4th pursuing a strategical displacement by FICO, a starring supplier of recognition scores to the owe industry. FICO announced plans to merchantability its recognition scores straight to owe underwriters, bypassing the recognition bureaus and thereby pressuring the economics that EFX has historically captured successful the credit-scoring worth chain. This alteration increases uncertainty astir the semipermanent organisation of economics wrong the owe recognition ecosystem and widens the scope of imaginable outcomes for EFX. Coupled with a slower-than expected betterment successful the lodging market, we judge this evolving manufacture dynamic has weakened the risk-reward illustration of the investment. As a result, we chose to exit the presumption and redeploy superior into opportunities wrong the portfolio that connection much charismatic instrumentality imaginable with greater visibility."