2013 Distribution Information
Tom Marsico is the founder, Chief Executive Officer, 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 is a co-manager of the Marsico Focus Fund and the Marsico Growth Fund as well as the portfolio manager of the Marsico Global Fund. He has over 30 years of experience in the investment management field as a securities analyst and a 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 is the portfolio manager of the Marsico 21st Century Fund. Brandon joined Marsico Capital in January 2006 and has over ten years of experience in the financial services industry. Brandon spent four years with Goldman, Sachs & Co., where he was a Vice President in Equity Research covering the restaurant, retailing, and other consumer-related industry groups. At Marsico Capital, Brandon has remained actively involved in those areas, while broadening his research responsibilities to include the automobile, aerospace/defense, home improvement and other industries. Brandon received his MBA degree and Honours BS degree from McMaster University in Ontario.

Jordon Laycob is a co-manager of the Marsico Flexible Capital Fund with Munish Malhotra. Jordon has been with Marsico Capital since its inception in October 1997. He has over 15 years of experience in the financial services industry. Prior to joining Marsico Capital, Jordon spent four years at Janus Capital as a fixed-income analyst and trader. He earned a BA degree in Political Science from Emory University.

Munish Malhotra, CFA, is the portfolio manager of the Marsico International Opportunities Fund and a co-manager of the Marsico Flexible Capital Fund with Jordon Laycob. Munish joined Marsico Capital in 2003. He earned the Chartered Financial Analyst designation in 2006 and has nearly 15 years of experience in the financial services industry. Munish was previously employed as an international equities analyst at Driehaus Capital Management in Chicago from 2000 - 2003. He holds a BA degree in Economics from Loyola University of Chicago and a Masterís degree in Economics from the University of Denver.
Coralie Witter, CFA, is a co-manager of the Marsico Focus Fund and the Marsico Growth Fund with Tom Marsico. Coralie joined Marsico Capital in 2004. She was awarded the designation of Chartered Financial Analyst in 1998. Coralie has more than 15 years of experience in the financial services industry, most of which has involved equity research. She spent six years with Goldman, Sachs & Co., where she was a Vice President in Equity Research and the lead analyst covering the restaurant industry. Coralie also covered various Internet companies for several years. She graduated from the University of Colorado and holds a Bachelor's degree in International Affairs.




In addition to our portfolio managers, we employ dedicated investment and research professionals at Marsico Capital Management.


Kevin Boone was formerly a senior equity analyst with Citadel Investment Group and Vice President of Equity Research at Morgan Stanley. He earned a BS in Accounting from the University of Florida and a MBA from the University of North Carolina. Kevin was a certified public accountant for Ernst & Young from 2002-2004 and an associate with Arthur Andersen from 2000-2002.

John Machock, CFA, has over 19 years of experience in the investment management industry, most of which has involved research in the health care sector. He was awarded the designation of Chartered Financial Analyst in 2000 and joined Marsico Capital in 2005. John was formerly a health care analyst with INVESCO Funds Group and a principal with Itros Capital Management. John holds a BS degree from University of Colorado and an MBA from Regis University.

Matthew Norkunas, MD, was previously employed at American Anesthesia Business Partners as Vice President of New Business Development. He holds a BA degree from St. Maryís College of Maryland, a MD from the University of Maryland and an MBA from Columbia University. He completed his anesthesia residency at Mount Sinai in New York, and practiced for four years before joining Marsico Capital in 2012. Dr. Norkunas has four years of experience in the health care venture capital industry.

Eric Ross has over 13 years experience in the financial services industry, most of which has involved equity research in the information technology sector. He began his career on the sell-side as a senior analyst at CIBC World Markets and Donaldson, Lufkin & Jenrette. He then transitioned to the buy side where he has served as both a portfolio manager and senior analyst with American Express Asset Management, Tudor Investment Corp, and SAC Capital. Eric holds a BA degree in Economics from St. Lawrence University and an MBA from Clarkson University.

Robert Susman, CFA, has over 10 years of experience in the financial services industry. Rob began his career at Morgan Stanley, where he was an associate in the equity research department before joining the firmís Corporate Strategy and Execution Team. Rob later transitioned to the buy-side where he was an analyst for Baron Capital Group. Rob earned an AB in Economics from Harvard College and an MBA from Harvard Business School. He was awarded the designation of Chartered Financial Analyst in 2005. Rob also co-founded an online social network for travelers called TripUp.com which sold to Kayak.com in 2007.

James Marsico holds a BA degree from the University of Texas at Austin and an MBA from the University of Denver.

Peter Marsico has a BA degree from the University of North Carolina and an MBA from the University of Denver.

Eileen Schjelderup was previously employed with The Nature Conservancy and as an energy industry consultant. She has a BS degree from University of Denver and an MBA from Georgetown University.

Christian Seiferth, CFA, was previously employed as an equity research associate at Stifel, Nicolaus & Company and a corporate debt analyst at Great-West Financial. He has a BS degree from the University of Colorado at Boulder, and was awarded the designation of Chartered Financial Analyst in 2011.

Mark Paton, Head Trader, formerly served as a sales trader at Spear, Leeds and Kellogg. He has a BA degree from Hobart College.

Wade Donels, International Trader, was employed as a global trader at Investment Advisers, Inc., and The Principal Financial Group (Invista Capital Management). He holds a BA degree from Loras College.

Joseph Forgie, International Trader, was formerly a global trader with Macquarie Securities and Nicholas Applegate Capital Management. He holds a BA degree from San Diego State University.