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Meridian Small Cap Growth Fund Legacy Class (0P0000ZBKE)

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13.180 -0.160    -1.20%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Meridian
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 14.07M
Meridian Small Cap Growth Fund Legacy Class 13.180 -0.160 -1.20%

Meridian Small Cap Growth Fund Legacy Class Overview

 
On this page you'll find an in-depth profile of Meridian Small Cap Growth Fund Legacy Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZBKE among other information.
Category

Small Growth

Total Assets

14.07M

Expenses

1.25%

Inception Date

Dec 16, 2013

Investment Strategy

The investment seeks long-term growth of capital by investing primarily in equity securities of small capitalization companies. The fund seeks long-term growth of capital by investing, under normal circumstances, at least 80% of its net assets, including the amount of any borrowings for investment purposes, in equity securities (including common stocks, preferred stocks and securities convertible into common and preferred stocks) of U.S. small capitalization companies. It may also invest up to 20% of its net assets in securities of companies of any market capitalization.

Contact Information

Address 660 E. Sir Francis Drake Blvd., Suite 306
Larkspur,CA 94939
United States
Phone +1 8004466662

Top Executives

Name Title Since Until
Chad Meade Portfolio Manager 2013 Now
Biography Chad is a Partner and Portfolio Manager at Arrowpoint Partners and has 14 years of experience in the financial industry. He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (2006-2013) and the Janus Venture Fund (2010-2013). While an equity research analyst at Janus Capital (2001-2011), he focused on small and mid capitalization stocks in the healthcare and industrials sectors. Prior to joining Janus Capital, he was a financial analyst for Goldman Sachs’ global investment research team. Chad graduated summa cum laude from Virginia Tech with a
Brian Schaub Portfolio Manager 2013 Now
Biography Brian is a Partner and Portfolio Manager at Arrowpoint Partners and has 13 years of experience in the financial industry. He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (2006-2013) and the Janus Venture Fund (2010-2013). During his time as an equity research analyst at Janus Capital (2000-2011), he focused on small and mid capitalization stocks in the communications sector. Brian graduated cum laude from Williams College with a bachelor’s degree in Economics and won the Arthur B. Graves, Class of 1858, Essay Prize in Economics for his wor
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