The three co-managers of Marsico Global (MGLBX) -- Cory Gilchrist, Tom Marsico and Jim Gendelman -- combine a big-picture economic view with stock picking based on companies' fundamental attributes. Gilchrist thinks the world will have trouble generating robust economic growth if the U.S. consumer remains down-and-out. After all, the U.S. accounts for only 20% of the world's gross product but 30% of global consumption.
Marsico has been shifting the portfolio from companies that depend on rapid economic growth to businesses that are uniquely positioned to boost sales even in a sluggish global economy. For example, Global holds both MasterCard and Visa because credit cards are displacing cash around the world. Seed king Monsanto is also a large holding.
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