Marsico Global Fund

The Marsico Global Fund primarily allocates its capital to common stocks of both domestic (U.S.) and international companies, specifically those identified for their potential for sustained long-term growth. Under typical market conditions, the fund is mandated to dedicate a significant portion—at least 40% of its net assets—to non-U.S. securities. This includes issuers organized, located, or conducting a substantial part of their business outside the United States. Its investment strategy ensures a diversified exposure across various global regions and nations, including the U.S., with the portfolio spanning a minimum of three distinct countries overall.