Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
38.74
+0.27
+0.70%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 562.75M
Meridian Contrarian Legacy
38.74
+0.27
+0.70%
- Overview
- Profile
- Historical Data
- Holdings
Meridian Contrarian Fund Legacy Class Overview
On this page you'll find an in-depth profile of Meridian Contrarian Fund Legacy Class. Learn about the key management, total assets, investment strategy and contact information of MVALX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business' (or issuer's) long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."
Contact Information
Address
660 E. Sir Francis Drake Blvd., Suite 306
Larkspur,CA 94939
United States
Larkspur,CA 94939
United States
Phone
+1 8004466662
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| James England | Analyst | 2001 | Now |
| Biography | James England is a Portfolio Manager at ArrowMark Partners and Co-Portfolio Manager of Meridian Contrarian Fund. He has been Portfolio Manager of the Meridian Contrarian Fund since 2001. James previously worked as an equity derivatives trader at Toronto Dominion Securities, in the equity sales and trading group of Goldman, Sachs & Co. and as a Consumer and Retail Analyst at The Seidler Companies. James received his bachelor’s degree from McGill University and a master's degree in Business Administration from the Ivey School of Business at the University of Western Ontario. He holds the Chartered Financial Analyst designation. | ||
| Larry Cordisco | Co-Portfolio Manager, Meridian Contrarian Fund | 2013 | 2019 |
| Biography | Larry Cordisco graduated from the University of California, Santa Barbara (B.A. in Political Science), Georgetown University (M.P.P.) and Columbia Business School (M.B.A.). Before joining Osterweis in 2019, he was a Co-Portfolio Manager of the Meridian Contrarian Fund at Arrowmark Partners/Meridian Funds. Prior to co-managing the Contrarian Fund, Larry was an equity analyst for 11 years, most recently as Vice President of Investment Research for the Meridian Contrarian Fund. Before that he was an analyst within the technology group at Banc of America Securities. He was also a business and technology consultant for Accenture in San Francisco and began his professional career in the public sector as a District Aide for Congressman George Miller. Mr. Cordisco is a Senior Portfolio Manager for the core equity strategy and portfolio manager for the flexible balanced strategy. | ||
| James O'Connor | Co-Manager | 2004 | 2015 |
| Richard F. Aster | Founder, President | 1994 | 2012 |
| Biography | Aster serves as president of Aster Investment Management Company, which he founded in 1977. Previously, he spent six years as a securities analyst for Robertson, Coleman, Siebel. | ||
| Larry Cordisco | Co-Portfolio Manager, Meridian Contrarian Fund | 2003 | 2011 |
| Biography | Larry Cordisco graduated from the University of California, Santa Barbara (B.A. in Political Science), Georgetown University (M.P.P.) and Columbia Business School (M.B.A.). Before joining Osterweis in 2019, he was a Co-Portfolio Manager of the Meridian Contrarian Fund at Arrowmark Partners/Meridian Funds. Prior to co-managing the Contrarian Fund, Larry was an equity analyst for 11 years, most recently as Vice President of Investment Research for the Meridian Contrarian Fund. Before that he was an analyst within the technology group at Banc of America Securities. He was also a business and technology consultant for Accenture in San Francisco and began his professional career in the public sector as a District Aide for Congressman George Miller. Mr. Cordisco is a Senior Portfolio Manager for the core equity strategy and portfolio manager for the flexible balanced strategy. | ||
| Kevin C. O'Boyle | President | 1995 | 2004 |
| Biography | O'Boyle is currently president of KCO Investments, Inc., which he took part in 2005. Previously he worked as a vice president of research with Aster Investment Mgmt. Co., his employer since September 1994. Between July 1993 and September 1994, he served as manager of business development with Pacific Physician Services Inc. | ||
Write your thoughts about Meridian Contrarian Fund Legacy Class
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review