MERIDIAN INVESTMENT Overview
Meridian Investment Counsel Inc. is an investment advisor that manages 253.7 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 09/30/21. The fund's latest filing disclosed 225MM in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 09/30/21. The fund's latest filing disclosed 225MM in positions, representing 89% of the manager's regulatory AUM.
MERIDIAN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MERIDIAN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CVX | 3.9% | Energy | 20.2% | -0.03% | 0 | 29% | ||
| AAPL | 3.77% | Tech | 5.41% | -0.47% | 0 | 43% | ||
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FEATURED IN
MERIDIAN INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael L. Woodall | Cfo & Secretary | September-2004 |
| Nancy Woodall | President & Chief Compliance Officer | September-2004 |
| Michael L. Woodall | Trustee | December-2010 |
| Nancy Woodall | Trustee | December-2010 |
MERIDIAN INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MERIDIAN INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Meridian’s general investment approach is tax‐wise, conservative growth. We focus on the fundamentals of individual issuers and investment companies in evaluating the investment merits of their equity and debt. Purchases of securities are further guided by your current and anticipated marginal tax rate. In some cases, we ladder debt maturities to mitigate interest rate risk for bonds. When selling securities some of the factors that we consider include tax implications, cash needs, changes in your risk preference and circumstances, degree of account diversification and competing investment opportunities.
We conduct research and analysis by studying information directly published by companies (including oral presentations), third‐party research providers such as Value Line and Wall Street analysts, corporate rating services such as S&P and Moody’s, financial newspapers, newsletters and magaz...
Get the Full Report
Meridian’s general investment approach is tax‐wise, conservative growth. We focus on the fundamentals of individual issuers and investment companies in evaluating the investment merits of their equity and debt. Purchases of securities are further guided by your current and anticipated marginal tax rate. In some cases, we ladder debt maturities to mitigate interest rate risk for bonds. When selling securities some of the factors that we consider include tax implications, cash needs, changes in your risk preference and circumstances, degree of account diversification and competing investment opportunities.
We conduct research and analysis by studying information directly published by companies (including oral presentations), third‐party research providers such as Value Line and Wall Street analysts, corporate rating services such as S&P and Moody’s, financial newspapers, newsletters and magaz...
Get the Full Report
MERIDIAN INVESTMENT Portfolio Concentration
MERIDIAN INVESTMENT Location
1040 DAVIS STREET
SUITE 201
SAN LEANDRO, California
UNITED STATES, 94577
SUITE 201
SAN LEANDRO, California
UNITED STATES, 94577
MERIDIAN INVESTMENT Contact Information
Phone Number: 510-493-7650
Fax Number: 510-280-7900
Website: null
Fax Number: 510-280-7900
Website: null
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