Section Hero Our Firm

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 and 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 and 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

icon - Perform
hands-on research
icon - Utilize
a global research effort
icon - Blend
top-down macroeconomic analysis with bottom-up stock selection
icon - Develop
concentrated portfolios
icon - 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.

Past performance is no guarantee of future results. Recent performance may have been negative.

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

©2024 Marsico Capital Management, LLC
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