|
|
|
| |
| Additional information |
| |
| Marsico Capital Management, LLC |
| |
| |
Profile:
Founded by Thomas F. Marsico in 1997, Marsico Capital Management, LLC (“MCM”) is a Denver, Coloradobased,
employee-owned investment management firm that manages assets for mutual funds, variable insurance funds,
corporate retirement plans, endowments and other institutions, separately managed wrap programs, and other clients.
MCM had 72 employees as of March 31, 2010. The 22-member investment team, comprised of four portfolio
managers/senior analysts, fourteen research analysts, and four senior traders, focuses exclusively on portfolio
management, company research, and trading. MCM’s business management team is responsible for MCM’s overall
business operations, including legal, compliance, operations, and client services.
MCM’s primary line of business is investment management of domestic, international, and global growth equity
portfolios. As of March 31, 2010, MCM managed approximately US $55.0 billion in assets within six investment
strategies:
• Large Cap Focused Growth – A portfolio that typically invests in 20-30 common stocks and other securities of
large companies that are selected for their long-term growth potential; managed by Tom Marsico and Doug Rao*.
• Large Cap Diversified Growth - A portfolio that typically invests in 35-50 common stocks and other securities of
large companies that are selected for their long-term growth potential; managed by Tom Marsico and Doug Rao*.
• All Cap Growth - A portfolio that typically invests in 35-50 common stocks and other securities of companies of
any size that are selected for their long-term growth potential; managed by Cory Gilchrist.
• International Growth - A portfolio that typically invests in 35-75 common stocks and other securities of foreign
companies of any size that are selected for their long-term growth potential; managed by Jim Gendelman.
• Global Growth - A portfolio that typically invests in 35-65 common stocks and other securities of U.S. and foreign
companies of any size that are selected for their long-term growth potential; team managed by Cory Gilchrist, Tom
Marsico, and Jim Gendelman.
• Flexible Capital – A portfolio that typically invests in 20-50 equity securities and other investments in companies
of any size throughout the world that are selected primarily for their long-term growth potential; managed by Doug
Rao. |
|
 |
|
Overview:
Marsico Capital Management, LLC, the investment adviser to the Marsico Funds, was founded in 1997 by Tom Marsico. Marsico Capital is dedicated to the interests of its clients. Marsico Funds follow a disciplined approach that combines both top-down macroeconomic analysis and bottom-up stock selection. As of March 31, 2010, MCM had approximately $55.0 billion in assets under management, including approximately $4.6 billion in the Funds. |
|
|
|
|
|
|
|
 |
|
 |
|
|
