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Meridian Growth Fund® Legacy Class (MERDX)

US Funds

从投资组合添加/删除添加至投资组合

36.36 +0.23 +0.64%

26/09 - 延迟数据. USD 货币 ( 免责声明 )

类型: 基金

市场: 美国

发行商: Meridian

资产类别: 股票

晨星评级:
总资产: 740.86M

MERDX概述

本页面提供Meridian Growth Fund® Legacy Class的详细介绍，帮助您了解MERDX的高管、总资产、投资策略和联系方式等信息。

种类

Small Growth

总资产

740.86M

费用

0.90%

开始日期

30895

联络信息

地址 660 E. Sir Francis Drake Blvd., Suite 306
Larkspur,CA 94939
United States

电话 +1 8004466662

网址 www.meridianfund.com

高管

名称	标题	任期	至
Chad Meade	Portfolio Manager	2013	now
背景介紹	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
背景介紹	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
Larry Cordisco	Co-Portfolio Manager, Meridian Contrarian Fund	2012	2013
背景介紹	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 England	Analyst	2012	2013
背景介紹	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.
William Tao	Research Associate	2007	2013
背景介紹	William Tao was the Portfolio Manager with the Aster Investment Management Co., Inc. since June 2007. From 1999 to 2002, he was a research associate with Credit Suisse First Boston. From 2003 to 2004, Tao was a research associate with Friedman, Billings & Ramsey, and with BMO Capital Markets from 2004 to 2007. TAO holds the Chartered Financial Analyst designation.
Richard F. Aster	Founder, President	1984	2012
背景介紹	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.
TJ Qatato	Senior Research Analyst & Fund Co-Manager	2006	2008
背景介紹	TJ Qatato, CFA, Senior Research Analyst at Frost, serves as Fund Co-Manager of the Frost Growth Equity Fund. Mr. Qatato is jointly and primarily responsible for the day-to-day management of the Frost Growth Equity Fund. Mr. Qatato joined Frost Investment Advisors in 2011. Prior to joining Frost, he worked for Aster Investment Management Inc. and Friess Associates. He earned a bachelor’s degree in business administration and a master’s degree in professional accounting, both from The University of Texas at Austin. Mr. Qatato is a holder of the right to use the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

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美元/人民币	7.0131	+0.0025	+0.04%
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港币/人民币	0.9015	+0.0003	+0.04%
美元/日元	143.12	-1.68	-1.16%
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近期报价

	名称	价格	涨跌额	涨跌幅
	Meridian Growth L.	36.36	+0.23	+0.64%