Marsico Midcap Growth Focus Fund Investor Class (MXXIX)

Overview

The company focuses on investing primarily in common stocks with a clear emphasis on long-term growth potential. It is designed for investors aiming to capitalize on medium-capitalization, or “midcap,” growth companies, committing at least 80% of its assets towards this segment. This approach is underpinned by a strategy that blends macroeconomic analysis and thematic investing with meticulous company and security evaluation to unearth stocks that promise compelling long-term capital appreciation. This blended investment philosophy seeks to balance broader economic views with detailed insights into individual companies’ potential, aiming for high-quality investments with strong future growth prospects.

Products and Services

The company's offerings are centered on providing investors with access to mid-cap growth companies through a carefully curated common stock portfolio. This portfolio is characterized by its specific focus on long-term growth potential, supported by a robust investment framework that combines various analytical approaches:

• Common Stock Investments - Investments are made primarily in common stocks that show significant potential for long-term growth. This service leverages detailed analysis to select stocks that are not merely viable in the present but possess the fundamentals to grow substantially in the future.
• Mid-Cap Growth Companies Focus - At least 80% of the portfolio's value is directed towards medium-capitalization growth companies. This concentration in mid-cap stocks is driven by their potential to offer superior growth and return on investment as compared to their larger counterparts, while still maintaining a level of stability and reliability that can be less common in small-cap investments.
• Integrated Investment Approach - The investment strategy combines a top-down macro-economic analysis with a bottom-up approach for selecting stocks. This dual approach allows for a broad economic and thematic perspective to guide overarching investment decisions while also ensuring detailed due diligence and analysis at the company level, identifying opportunities that align with long-term capital appreciation objectives.