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כל סוגי המכשירים
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אנא נסו לחפש ביטוי שונה
50% הנחה! לנצח את השוק בשנת 2025 עם InvestingPro
למימוש המבצע
36.87
+0.22
+0.60%
24/12 - מידע המוצג בעיכוב. מטבע USD
- דירוג Morningstar:
- סך נכסים: 720.65M
Meridian Growth Legacy
36.87
+0.22
+0.60%
- כללי
- גרף
- ניתוח טכני
- פורום
- סקירה
- פרופיל
- נתונים היסטוריים
- החזקות
MERDX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת Meridian Growth Fund® Legacy Class. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של MERDX – וכן מידע נוסף.
פרטי התקשרות
כתובת
660 E. Sir Francis Drake Blvd., Suite 306
Larkspur,CA 94939
United States
Larkspur,CA 94939
United States
טלפון
+1 8004466662
אינטרנט
www.meridianfund.com
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Chad Meade | Portfolio Manager | 2013 | עכשיו |
| ביוגרפיה | 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 | עכשיו |
| ביוגרפיה | 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 |
| ביוגרפיה | 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 |
| ביוגרפיה | 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 |
| ביוגרפיה | 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 |
| ביוגרפיה | 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 |
| ביוגרפיה | 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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