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

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."