Marsico Focus Fund

The Marsico Focus Fund primarily allocates its capital to common stocks of large-capitalization companies, specifically those identified as having strong prospects for sustained long-term growth. The portfolio maintains a concentrated structure, typically comprising 20 to 35 individual equity holdings. The fund's investment adviser employs a disciplined selection strategy, emphasizing high-quality businesses believed to possess significant potential for long-term capital appreciation. This analytical framework combines a "top-down" assessment of macroeconomic trends with a detailed "bottom-up" analysis of individual companies and their securities to pinpoint attractive investment opportunities. It's important to note that the fund is classified as non-diversified, reflecting its focused investment approach.