THE US MARKET IS CURRENTLY A VERY VOLATILE PLACE.
From a distance, it’s hard to see anything but uncertainty. But when
you’re on the ground, close to the action, opportunities emerge.
That’s why our US Funds are managed by people based in
Denver, Colorado. Tom Marsico has twenty years experience
running funds in the US. His fi rm, Marsico Capital Management,
are US equity investment specialists and we use them as our
sub-advisors. Tom himself manages the Gartmore US Growth Fund
and Cory Gilchrist manages the Gartmore US Opportunities Fund.
Both have achieved top quartile performance since Marsico took
over in June 2007. Moreover, the Gartmore US Opportunities Fund
has received an A rating from OBSR.
Like our London based teams, they are free to make decisions
independent of any “house style.” They’re a small team, with a
close working structure that allows them to be fl exible.
Their experience and infl uence means they have a broad
but detailed perspective on this fast-changing economy.
Tom Marsico routinely phones the CIO of every major fi rm in
which we invest. He also makes a point of staying close to
Washington decision makers, including recently meeting both
presidential candidates.
But meeting the powerful isn’t enough. So Marsico’s analysts
have also made it a priority to understand the increasingly
important US discount retail market. Further afi eld, teams of analysts
have visited China, Japan, Macau, Hong Kong; anywhere
US-domiciled companies are making money. We work this way
because we believe that the change happening in the US presents
opportunities – provided you’re close enough to see what’s
happening and versatile enough to respond quickly.
To fi nd out more about how we can make change work for
you, call us on 0800 212 433 or visit www.gartmore.co.uk
To view a Ceros magazine you need to have JavaScript enabled in your browser and have the flash player 8 or higher installed. To install the latest flash player, click the icon above, install the flash plugin and then click here to refresh this page.