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By Jason Stipp | 05-28-2009 10:56 AM

Marsico: Time to Buy Financials

The Marsico Growth and Focus manager offers his read on the economy and regulatory changes, and explains why he thinks financials are attractive today.

Jason Stipp: This is Jason Stipp from Morningstar reporting from the 2009 Morningstar Investment Conference. I have the pleasure today to talk to Tom Marsico of Marsico Growth and Marsico Focus Funds. Tom, thanks for joining me.

Tom Marsico: It's nice to be here. Thanks for having me.

Jason: Sure, so in your funds, you blend a top down, bottom up analysis, and we'll get to some of the bottom up stuff in a moment, but I think the top down - I'd like to pick your brain a little bit about where you think we are right now in the current cycle and specifically what metrics are you looking at to get a handle on where this economy's health is?

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