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 09/30/16. The fund's latest filing disclosed 174MM in positions, representing 40% of the manager's regulatory AUM.

MERIDIAN MANAGEMENT StockAlpha

-3.6%
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 MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CSJ 15.03% ETF -0.56% -0.16% 0 6%
VEA 7.08% ETF -4.12% -0.4% 0 8%
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FEATURED IN
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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 MANAGEMENT Portfolio Concentration

MERIDIAN MANAGEMENT Location

11300 CANTRELL ROAD
SUITE 200
LITTLE ROCK, Arkansas
UNITED STATES, 72212

MERIDIAN MANAGEMENT Contact Information

Phone Number: 501-663-7055
Fax Number: 501-663-2405
Website:

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