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A time-tested
singular focus

For over 19 years, Marsico's singular active investment approach has provided the foundation for building and managing concentrated domestic, international, and global growth equity portfolios. By following a disciplined approach that combines both top-down macroeconomic analysis and bottom-up stock selection, we are able to help our investors achieve their long-term goals.

Marsico Capital Management is a Denver, Colorado-based investment management firm founded in 1997 by Thomas F. Marsico. The firm manages assets for mutual funds, insurance funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. To learn more about our firm and our investment strategies, please view our Firm Profile

Marsico at a Glance

1997

Year founded

39

Marsico Capital Management employees

14

Investment team members

$2.80 B

Assets under management
(as of 5/31/17)

7

Investment strategies

6

Mutual funds

A Message from Tom


Tom Marsico, Founder, Chief Executive Officer and Chief Investment Officer of Marsico Capital Management

From the day we opened our doors to investors in 1997 we at Marsico Capital have been singularly focused on one thing – stock picking. We are dedicated to generating strong long-term returns for our clients through a select set of concentrated growth equity portfolios.

We have consistently applied the same growth oriented investment philosophy since the inception of our firm. Our philosophy is rooted in the belief that, over time, investors can compound returns above the benchmark by investing in high quality companies that are gaining market share in large and addressable markets. Our uncompromising, hands-on research is a cornerstone of our investment process. When we find an investment idea that we like, we invest with conviction.

I, along with many others at Marsico Capital Management, invest in the Marsico Funds. We understand that performance and superior service are critical to our success and yours. As an independent asset manager, we are fiercely committed to fulfilling these goals.

I want to thank you for your interest in our firm and invite you to further explore our website or contact our Shareholder Services team to learn more about the Marsico Funds.

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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