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Growth Fund - Manager Bios

Growth Fund

Tom Marsico is the founder, Chief Executive Officer, and Chief Investment Officer of Marsico Capital Management, LLC ("Marsico Capital"), which has served as the investment adviser to the Marsico Funds since 1997. Tom sets Marsico Capital's overall research and investment strategy. He is the portfolio manager of the Marsico Focus Fund, the Marsico Growth Fund and the Marsico Global Fund and serves as co-manager of the Marsico International Opportunities Fund with Robert Susman. He has over 35 years of experience in the investment management field as a securities analyst and a portfolio manager. Tom's extensive background in rigorous securities analysis led him to recruit and train Marsico Capital's multitalented investment team. He is a graduate of the University of Colorado and holds an MBA from the University of Denver.

Please consider the Fund's investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information about the Fund, click here or call 888-860-8686. Please read the prospectus carefully before investing.

Investments in mutual funds carry risks and investors may lose principal value. Click here for the principal risks of investing in the Funds. Please read the prospectus carefully before investing as it explains the risks associated with investing in the mutual funds.

The International Opportunities Fund may, at times, experience higher-than-average portfolio turnover which may generate significant taxable gains and increased trading expenses which in turn may lower the Fund’s return.

UMB Distribution Services, LLC, is the distributor of The Marsico Investment Fund. Check the background of UMB Distribution Services on FINRA's BrokerCheck.


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