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 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 82% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 1BN in positions, representing 82% of the manager's regulatory AUM.
MERITAGE PORTFOLIO StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MERITAGE PORTFOLIO Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.89% | Tech | 5.41% | -0.87% | 0 | 43% | ||
| MSFT | 4.89% | Tech | 8.83% | -0.4% | 0 | 55% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
MERITAGE PORTFOLIO Portfolio Concentration
MERITAGE PORTFOLIO Location
7500 COLLEGE BLVD
SUITE 1212
OVERLAND PARK, Kansas
UNITED STATES, 66210
SUITE 1212
OVERLAND PARK, Kansas
UNITED STATES, 66210
MERITAGE PORTFOLIO Contact Information
Phone Number: 913-345-7000
Fax Number: 913-345-2213
Website: https://www.meritageportfolio.com/
Fax Number: 913-345-2213
Website: https://www.meritageportfolio.com/
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