MERITAGE GROUP LP Overview

Meritage Group Lp is an investment advisor that manages 12.3 BN dollars in regulatory AUM and has 42 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 3BN in positions, representing 26% of the manager's regulatory AUM.

MERITAGE GROUP LP StockAlpha

-2.6%
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

MERITAGE GROUP LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CHTR 15.8% Cons. Disc. -1.22% -0.47% 1 12%
SBAC 9.78% Telecom -13.81% -1.51% 3 11%
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FEATURED IN
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MERITAGE GROUP LP Founders and Key Employees

Name Title In Position Since
Nathaniel Simons Chairman/Senior Managing Director Of General Partner November-2006
David K. Zierk Co-President/Senior Managing Director Of General Partner November-2006
Laura J. Baxter-Simons Chief Compliance Officer/General Counsel November-2006
Mark J. Mindich Chief Operating Officer Of General Partner November-2006
Alex R. Magaro Co-President/Senior Managing Director Of General Partner November-2006

MERITAGE GROUP LP Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

MERITAGE GROUP LP Investment Strategy

Item 8 for a more detailed description of the strategies pursued by the Private Investment Funds.

Ability to Tailor Se rvices and Impos e Restrictions

Meritage provides investment management services directly to the Private Investment Funds as pooled investment vehic les based on the specific investment objectives and strategies of the Private Investment Funds themselves and not individually to investors in the Private Investment Funds (the “Investors ”). Therefore, Meritage does not tailor its advisory services to the individua l needs of any of the Investors. The Investors generally may not impose restrictions on investing in certain securities or types of securities.

Othe r Advis ory Se rvices

Meritage also provides certain discretionary investment advice to the trustees of a charitable trust that invests assets in connection with its donor advised fund program (the “Non-Fund Clie nt” and together with the Private Investment Funds ,...
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MERITAGE GROUP LP Portfolio Concentration

MERITAGE GROUP LP Location

PIER 5, THE EMBARCADERO
SUITE 101
SAN FRANCISCO, California
UNITED STATES, 94111

MERITAGE GROUP LP Contact Information

Phone Number: 415.399.5330
Fax Number: 415.591.0850
Website:

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