Marsico Midcap Growth Focus Fund Institutional Class (MIDFX)

Overview

The fund is designed for investors looking for a long-term growth potential through investment in common stocks. The primary focus lies on investing in medium-capitalization, or "midcap," growth companies which comprise at least 80% of the fund's assets. This strategic choice is driven by the belief that midcap companies provide a balanced blend of growth potential and stability. The investment adviser employs a comprehensive approach that includes both "top-down" macro-economic analysis to identify overarching market trends, and "bottom-up" analysis for selecting high-quality companies with strong long-term capital appreciation potential. This dual approach aims to identify attractive investment opportunities and manage risk effectively.

Products and Services

• Common Stocks Investment

  At the core of the fund's strategy is the investment in common stocks selected for their long-term growth potential. This approach focuses on acquiring shares in companies with a solid foundation and the potential for significant appreciation over time, enabling investors to benefit from the growth trajectories of these businesses.

• Midcap Growth Companies Focus

  A significant portion of the fund, at least 80%, is dedicated to medium-capitalization growth companies. These are businesses that occupy the sweet spot between small, volatile firms and large, established corporations, offering a blend of agility and stability. By focusing on midcap companies, the fund aims to capitalize on their higher growth potential while mitigating the risks associated with smaller companies.

• Top-Down Macro-Economic Analysis

  The fund's investment process begins with a "top-down" approach, looking at the broader economic landscape to identify overarching trends and themes. This macro-economic analysis helps in determining sectors or markets that are poised for growth, guiding the strategic allocation of investments.

• Bottom-Up Company Analysis

  Supplementing the top-down approach is a detailed "bottom-up" analysis of individual companies. This involves a thorough examination of a company's financial health, business model, competitive advantage, and potential for growth. Such in-depth analysis ensures that only high-quality companies with compelling long-term growth prospects are selected for investment.