Marsico Capital 2016 Global Outlook & Portfolio Positioning

Marsico Capital Management

Marsico Capital Global Investment insights

The Marsico Capital Management team believe global growth will remain “lower for longer.” We find the best earnings growth opportunities exist in companies that are innovative and poised to show revenue growth contribution from market share gains, rather than dependence on the macroeconomic environment. We think that for the next few years, the market will reward market share-driven secular organic growth through stock price outperformance. In particular, companies making use of technology to develop innovative new ways of conducting business or create revolutionary new products or services should deliver strong performance. This theme of innovation encompasses many of the Global Growth Fund’s holdings. For the full outlook piece, Portfolio positioning and updated performance, please clink on this link (VIEW LINK)


Marsico Capital Management
Marsico Capital Global Investment insights

Marsico Capital Management, LLC (“MCM”) is a Denver, Colorado-based, SEC-registered, investment management firm, Founded by Thomas F. Marsico in 1997. MCM are concentrated growth equity investors where investment ideas most often come from an...

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