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Marsico Focus Fund (MFOCX)

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28.72 0.00    0%
14/06 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 876.15M
Marsico Focus 28.72 0.00 0%

MFOCX Overview

 
On this page you'll find an in-depth profile of Marsico Focus Fund. Learn about the key management, total assets, investment strategy and contact information of MFOCX among other information.
Category

Large Growth

Total Assets

876.15M

Expenses

1.45%

Inception Date

35795

Contact Information

Address 1200 17th St, Ste 1600
Denver,CO 80202
United States
Phone +1 8888608686

Top Executives

Name Title Since Until
Peter C. Marsico Portfolio Manager/Senior Analyst 2022 Now
Biography Peter Marsico co-manages the Marsico Focus Fund, the Marsico Growth Fund, the Marsico Midcap Growth Focus Fund, the Marsico International Opportunities Fund, and the Marsico Global Fund with Tom Marsico and Jimmy Marsico. He joined Marsico Capital in 2008 and has over 15 years of experience in the financial services industry. Peter has a BA degree in Economics from the University of North Carolina and an MBA from the University of Denver.
James D. Marsico Portfolio Manager 2022 Now
Biography James (Jimmy) Marsico co-manages the Marsico Focus Fund, the Marsico Growth Fund, the Marsico Midcap Growth Focus Fund, the Marsico International Opportunities Fund, and the Marsico Global Fund with Tom Marsico and Peter Marsico. He joined Marsico Capital in 2009 and has over 14 years of experience in the financial services industry. Jimmy holds a BA degree in Political Science from the University of Texas at Austin and an MBA from the University of Denver.
Thomas F. Marsico CEO 1997 Now
Biography Tom Marsico is the founder, Chief Executive Officer, President, and Chief Investment Officer of Marsico Capital Management, LLC ("Marsico Capital"), which has served as the investment adviser to the Marsico Funds since 1997. Tom sets Marsico Capital's overall research and investment strategy. He serves as co-manager of the Marsico Focus Fund, the Marsico Growth Fund, the Marsico Midcap Growth Focus Fund, the Marsico International Opportunities Fund, and the Marsico Global Fund with Peter Marsico and Jimmy Marsico. He has over 40 years of experience in the investment management field as a securities analyst and portfolio manager. Tom's extensive background in rigorous securities analysis led him to recruit and train Marsico Capital's multitalented investment team. He is a graduate of the University of Colorado and holds an MBA from the University of Denver.
Brandon Geisler SVP, Portfolio Manager 2019 2022
Biography Brandon Geisler is Senior Vice President and Portfolio Manager of the Mid Cap Growth Strategy. He joined Alger in 2022 and has 21 years of investment experience. Before joining Alger, Brandon was a Partner, Managing Director of Research, Portfolio Manager and Senior Securities Analyst for Marsico Capital Management, where he managed several billion dollars in large and mid cap U.S., global and focused growth portfolios for mutual fund, institutional and high net worth clients. During his tenure at Marsico, his insights into market trends and company fundamentals were highlighted and quoted in a number of publications such as Barron’s, The Wall Street Journal, Citywire and Bloomberg. His managed strategies have also been named to “Barron’s Top-Performing Sustainable Funds” in both 2021 and 2022. He began his career at Goldman Sachs, where he was a Vice President of Equity Research with experience in the consumer, technology and energy industries. Brandon earned an honors B.S. and an MBA from McMaster University.
Coralie Witter Senior Analyst 2010 2016
Biography Employed by MCM since 2004 and has over 20 years of experience in the financial services industry AS OF 2015, most of which has involved equity research. Goldman, Sachs & Co., 1998-2004 Denver Investment Advisers, 1997-1998 B.A., University of Colorado, 1994 Chartered Financial Analyst, 1998
A. Douglas Rao Portfolio Manager 2010 2012
Biography Doug Rao is a Portfolio Manager at Janus Henderson Investors, a position he has held since 2013. From 2005 to 2012, he held several positions while working for Marsico Capital, starting as an analyst and moving into a portfolio management role. He began managing the Marsico Flexible Capital strategy in 2007 and co-managing the Marsico Focus and the Marsico Growth strategies in 2010. Prior to his tenure at Marsico Capital, Doug was a senior analyst at Trust Company of the West from 2000 to 2005. Doug received his bachelor of arts degree in history from the University of Virginia and his MBA from the University of California – Los Angeles. He has 26 years of financial industry experience.
James A. Hillary Manager 2003 2004
Biography Jim Hillary: Manager, Chairman, Chief Executive Officer and Chief Investment Officer of Independence Capital Asset Partners, LLC since 2004. From 1997-2004, Mr. Hillary was a senior analyst, portfolio manager and partner at Marsico Capital Management (MCM). Between February 2000 and January 2002, Mr. Hillary was the portfolio manager of the 21st Century Fund. Between February 1, 2002 and March 31, 2004 Mr. Hillary was the Co-Manager of all the large-cap products at MCM. Prior to MCM, Mr. Hillary was a partner at the investment firm W.H. Reaves & Co., in Jersey City, NJ where he was an analyst. During the period 1995-1997, Mr. Hillary ran a long-short fund. Prior to joining W.H. Reaves & Co., Mr. Hillary worked for Price Waterhouse. Mr. Hillary has a B.A. degree from Rutgers College in New Brunswick, NJ and a Law Degree from Fordham Law School, New York, NY.
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