Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities experienced a strong momentum in 2025 and marked their second consecutive year of double-digit gains. The market witnessed one of the fastest recoveries following its dip into bear territory in April. Market leadership continued to narrow as Mega-cap stocks and AI-driven companies dominated the lands ...

Core Viewpoint - The Board of Directors of Octopus Titan VCT plc has concluded a Strategic Review, determining that changes to the investment strategy and restructuring with the portfolio manager will best serve Shareholders' interests [1][4]. Group 1: Strategic Review and Changes - The Strategic Review was announced in September 2024 and involved extensive work and consultations with advisers and Shareholders [1]. - The proposed changes aim to significantly reduce investment management fees and align the interests of Shareholders with those of the Portfolio Manager [4]. Group 2: General Meeting and Approval - A General Meeting is scheduled for 14 October 2025 to seek Shareholder approval for the amended investment policy [2][3]. - The Circular containing the notice for the General Meeting and details of the proposed resolution is available on the Company's website [2][3]. Group 3: Future Outlook - The Board believes that the changes will enhance the likelihood of improved returns for Shareholders and provide flexibility for future capital raising and investments [4].