Marsico's investment approach combines elements of "top-down" macroeconomic analysis and "bottom-up" company and stock analysis. Our macroeconomic analysis - which includes an assessment of factors such as interest rates, inflation, monetary policy and demographic trends - serves to create a strategic backdrop for actual portfolio construction. Stocks are evaluated and selected on the basis of attributes such as market-share position, excellent management teams, improving profit margins, solid balance sheets and free cash-flow generation. A positive, transformational catalyst, such as a major new innovative product or new management team, may also be an important criterion. In addition, we carefully consider a stock's current valuation in the context of internally projected growth rates and peer-group comparisons.To learn more about Marsico Capital Management and our investment strategies, click here: Firm Profile.
