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 09/30/16. The fund's latest filing disclosed 149MM in positions, representing 59% of the manager's regulatory AUM.

MERIDIAN INVESTMENT StockAlpha

-1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MERIDIAN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CVX 3.77% Energy 11.14% 0.17% 0 27%
TSM 2.89% Tech -5.13% -0.11% 0 9%
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FEATURED IN
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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...
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MERIDIAN INVESTMENT Portfolio Concentration

MERIDIAN INVESTMENT Location

1040 DAVIS STREET
SUITE 201
SAN LEANDRO, California
UNITED STATES, 94577

MERIDIAN INVESTMENT Contact Information

Phone Number: 510-493-7650
Fax Number: 510-280-7900
Website:

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