MERIDIAN MANAGEMENT Overview
Meridian Management Company is an investment advisor that manages 439.3 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 312MM in positions, representing 71% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/20. The fund's latest filing disclosed 312MM in positions, representing 71% of the manager's regulatory AUM.
MERIDIAN MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MERIDIAN MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 8.31% | ETF | 11.77% | -0.02% | 0 | 10% | ||
| INTF | 8.2% | Financials | 11.74% | -0.8% | 10 | 0% | ||
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FEATURED IN
MERIDIAN MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lewis W. Vanness | Managing Principal, President, Director & Chief Compliance Officer | April-1989 |
| Pat D. Moon | Managing Principal & Director | April-2000 |
MERIDIAN MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MERIDIAN MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Meridian focuses first on the appropriate assets allocation for clients. Matching the risk level of the portfolio with the client’s risk profile is crucial in achieving long-term goals.
Common Stocks: Meridian invests primarily in common stocks and seeks to invest in companies that offer superior opportunities for growth of capital. These companies, in our opinion, are attractively valued and represent good long-term value. Meridian believes that an important way to accomplish this is through fundamental analysis. Meridian may also invest in relatively attractive investment opportunities, both domestic and securities issuers domiciled outside the U.S., through exchange- traded funds or mutual funds.
Fixed Income: Meridian invests primarily in U.S. Treasuries, Agencies of the Federal government, high quality U.S. corporate bonds, and municipal bonds. Average maturity and duration of the fixed in...
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Meridian focuses first on the appropriate assets allocation for clients. Matching the risk level of the portfolio with the client’s risk profile is crucial in achieving long-term goals.
Common Stocks: Meridian invests primarily in common stocks and seeks to invest in companies that offer superior opportunities for growth of capital. These companies, in our opinion, are attractively valued and represent good long-term value. Meridian believes that an important way to accomplish this is through fundamental analysis. Meridian may also invest in relatively attractive investment opportunities, both domestic and securities issuers domiciled outside the U.S., through exchange- traded funds or mutual funds.
Fixed Income: Meridian invests primarily in U.S. Treasuries, Agencies of the Federal government, high quality U.S. corporate bonds, and municipal bonds. Average maturity and duration of the fixed in...
Unlock Full Investment Process Description
MERIDIAN MANAGEMENT Portfolio Concentration
MERIDIAN MANAGEMENT Location
11300 CANTRELL ROAD
SUITE 200
LITTLE ROCK, Arkansas
UNITED STATES, 72212
SUITE 200
LITTLE ROCK, Arkansas
UNITED STATES, 72212
MERIDIAN MANAGEMENT Contact Information
Phone Number: 501-663-7055
Fax Number: 501-663-2405
Website: http://www.meridiania.com
Fax Number: 501-663-2405
Website: http://www.meridiania.com
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