Section Banner
A time-tested
singular focus

What Differentiates Us

The Marsico Difference

We are concentrated growth equity investors. At Marsico, our investment ideas most often come from our own independent, creative and intuitive thought process. We do not rely upon formulas, computer-based screening techniques or traditional Wall Street research. We define growth flexibly to include major changes in company direction as well as indicators such as a company's market share and the size of the underlying markets it serves. We search for growth globally by evaluating companies in industries around the world to uncover attractive investment opportunities, as well as to understand the competitive landscape on a world-wide basis. The breadth and depth of our analysis, we believe, is important in sustaining a value-added strategy - a strategy that can help you realize your most important long-term goals.

Key Tenets of Marsico's Strategy

Perform

hands-on research

Utilize

a global research effort

Blend

top-down macroeconomic analysis with bottom-up stock selection

Develop

concentrated portfolios

Invest

in high quality companies

A substantial divergence from benchmark indexes in terms of country, sector and industry allocations and individual position sizes can be commonplace in our Funds, and should be expected. We believe that adding value stems from thoughtfully investing in a concentrated set of our best ideas, rather than from being “benchmark-centric.”

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.


©2017 Marsico Capital Management, LLC
Powered by a SySys content and data management system.