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)
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