2011 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 and is a co-manager of the Marsico Focus Fund, the Marsico Growth Fund, and 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 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.

Jim Gendelman is a co-manager of the Marsico International Opportunities Fund with Munish Malhotra and a co-manager of the Marsico Global Fund with Tom Marsico. Prior to joining Marsico Capital in 2000, Jim was a Vice President of International Sales at Goldman, Sachs & Co. for 13 years. He holds a Bachelor's degree in Accounting from Michigan State University and an MBA from the University of Chicago. Jim was a certified public accountant for Ernst & Young from 1983 to 1985.
Munish Malhotra, CFA, is a co-manager of the Marsico International Opportunities Fund with Jim Gendelman and a co-manager of the Marsico Emerging Markets Fund with Josh Rubin and Charlie Wilson. Munish joined Marsico Capital in 2003. He earned the Chartered Financial Analyst designation in 2006 and has more than 10 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.
Doug Rao is the portfolio manager of the Marsico Flexible Capital Fund and a co-manager of the Marsico Focus Fund and the Marsico Growth Fund with Tom Marsico and Coralie Witter. Prior to joining Marsico Capital in 2005, Doug spent more than four years at Trust Company of the West (TCW), where he was a Senior Vice President and Financial Services Analyst for U.S. equities. He has more than 10 years of experience as a securities analyst and holds a Bachelor's degree in History from the University of Virginia and an MBA from the University of California, Los Angeles.

Josh Rubin is a co-manager of the Marsico Emerging Markets Fund with Munish Malhotra and Charlie Wilson. Josh joined Marsico Capital in January 2005. He was formerly an assistant vice president at George K. Baum & Company, an investment bank. Josh has more than 10 years of experience in the financial services industry. He holds a BSFS degree from Georgetown University, Walsh School of Foreign Service.

Charlie Wilson is a co-manager of the Marsico Emerging Markets Fund with Munish Malhotra and Josh Rubin. Charlie joined Marsico Capital in January 2006. He has five years of experience in the financial services industry. Charlie was formerly a post-doctoral scholar with the Lamont-Doherty Earth Observatory at Columbia University. He holds a BS degree from the University of Arizona and a Ph.D. in Geophysics from the University of Colorado.

Coralie Witter, CFA, is a co-manager of the Marsico Focus Fund and the Marsico Growth Fund with Tom Marsico and Doug Rao. 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.


Jordon Laycob is one of the founding members of Marsico Capital and 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. Born and raised in Denver, he graduated from Emory University with a Bachelor's degree in Political Science.

John Machock, CFA, was formerly a healthcare analyst with Itros Capital Management and INVESCO Funds Group. He holds a BS degree from University of Colorado and an MBA from Regis University.

Karl Richtenburg was formerly a Japan specialist with Nicholas Applegate Capital Management. He holds BA degrees from Monmouth University and an MBA in international finance and strategic management from Fordham University. Karl is fluent in Japanese.

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.

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.

Tommy Mantone, Trader, was formerly a trader at AMVESCAP (AIM/INVESCO) and ForstmannLeff Associates. He holds a BS degree from Dowling College.