Marsico Capital Management Llc is an investment advisor that manages 14.8 BN dollars in regulatory AUM and has 57 employees, of which 19 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/04 to 06/30/16. The fund's latest filing disclosed 3BN in positions, representing 19% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MARSICO CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FB 7.86% Tech 15.57% 0.38% 0 38%
V 6.4% Tech 11.22% 0.1% 0 30%
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MARSICO CAPITAL Founders and Key Employees

Name Title In Position Since
Thomas F. Marsico Chief Executive Officer September-1997
Christopher J. Marsico President June-2002
Thomas M. Kerwin Evp, General Counsel, And Secretary June-2002
Steven R. Carlson Evp And Chief Compliance Officer June-2003
Neil L. Gloude Evp, Chief Financial Officer, And Treasurer September-2007

MARSICO CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

MARSICO CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategies

Primary Strategies. As discussed in Item 4: Advisory Business, MCM manages concentrated growth equity portfolios and other assets, including common stocks and other investments that MCM believes may offer compelling potential for long-term capital appreciation. The primary strategies through which MCM invests client portfolios consist of:

Focused Growth Large Cap Growth Select Alpha Growth All Cap Growth International Growth Global Growth Flexible Capital

Marsico Capital Management, LLC Page 14 Form ADV Part 2A March 31, 2015
MCM seeks to accommodate reasonable client-specified guidelines and restrictions, and may modify these strategies for particular clients.

As discussed further below, MCM primarily uses top-down and bottom-up fundamental methods of analysis in implementing its strategies.

As ...
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MARSICO CAPITAL Portfolio Concentration


1200 17TH STREET
SUITE 1600
DENVER, Colorado
UNITED STATES, 80202-5824

MARSICO CAPITAL Contact Information

Phone Number: 303-454-5600
Fax Number: 303-454-5678



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