Marsico Global Fund Institutional Class (MIGOX)

Overview

The described fund specializes in investing primarily in common stocks of companies based in the U.S. and around the world, aiming to identify those with significant long-term growth potential. The investment strategy focuses on diversification not just within the United States but significantly across the globe. By maintaining a minimum investment of 40% of its net assets in securities of issuers outside the U.S., the fund ensures substantial international exposure. This global investment approach spans various regions and countries, ensuring that investments are spread out across at least three different countries, thereby diversifying its portfolio and mitigating risks associated with the concentration in any single market or region.

Products and Services

The fund's product offerings and services are designed to cater to investors looking for growth opportunities in both the U.S. and international markets. These include:

• Investment in Common Stocks: The core of the fund's strategy lies in investing in the common stocks of companies that show promise for long-term growth. This includes a carefully selected mix of U.S. and foreign companies, chosen based on their growth potential and market position.
• Global Diversification: A significant portion of the fund's assets is allocated to non-U.S. companies or those conducting business outside the U.S. This strategy ensures that investors gain exposure to global growth opportunities, reducing the risk associated with focusing solely on the U.S. market.
• Exposure to Multiple Regions and Countries: By investing in a mix of regions and countries, including but not limited to the U.S., and ensuring that its investments are spread across at least three different countries, the fund provides broad exposure to global markets. This diversification strategy aims to optimize growth potential while mitigating regional or country-specific risks.