MERITAGE PORTFOLIO Overview

Meritage Portfolio Management is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 17 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 911MM in positions, representing 62% of the manager's regulatory AUM.

MERITAGE PORTFOLIO StockAlpha

-0%
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 PORTFOLIO Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWD 2.59% ETF 4.19% 0.07% 0 7%
AAPL 2.14% Tech -2.29% 0% 0 42%
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FEATURED IN
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MERITAGE PORTFOLIO Founders and Key Employees

Name Title In Position Since
Mark E. Eveans President, Director & Chief Investment Officer July-1991
James M. Klein Director, Principal & Senior Portfolio Manager July-1991
Bradley A. Bergman Owner September-2003
Deborah K. Eveans Vp Of Finance & Chief Compliance Officer September-2004
Sharon L. Divine Principal & Sr. Portfolio Manager January-2008
Leonard C. Mitchell Principal And Sr. Portfolio Mgr January-2008

MERITAGE PORTFOLIO Brokers, Custodians, Auditors and Administrators

Type Company

MERITAGE PORTFOLIO Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis
Meritage has a value-based investment philosophy. Simply said, we invest in securities that we believe are selling for a market price that is significantly
less than their long-term real value. To implement our investment philosophy, we employ an extensive and comprehensive decision making process that
has been developed and continuously improved for over 20 years. The process consists of both objective quantitative (i.e. numbers-based) data inputs and subjective qualitative analysis.

As value-based equity investors, we believe the key to finding and consistently investing in stocks when they are “valuable” rests with the
breadth and depth of a comprehensive, systematic security selection process. Our value-based stock ranking process is deployed across all our equity portfolio strategies and provides a discipline that helps protect against
emotion and biases whic...
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MERITAGE PORTFOLIO Portfolio Concentration

MERITAGE PORTFOLIO Location

7500 COLLEGE BLVD
SUITE 1212
OVERLAND PARK, Kansas
UNITED STATES, 66210

MERITAGE PORTFOLIO Contact Information

Phone Number: 913-345-7000
Fax Number: 913-345-2213
Website:

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