Meritage Portfolio Management --- Growth Equity Strategy Honored as PSN Top Guns Large Cap Equity Universe Meritage Growth Equity Strategy Again Awarded Top Guns Distinction in National Database Performance Results The Growth Equity strategy from Meritage Portfolio Management was awarded the “Top Guns Large Cap Universe” ranking...

Overland Park investment manager rolls out a highly rated small cap equity strategy for institutional and high net worth investors.

Morningstar, Inc. Overall 5-Star Rating Badge

After several years of managing two small cap equity strategies using internal corporate funds, Meritage is opening up these strategies to institutional and larger private client opportunities.  The offering includes Small Cap Value and Small Cap Growth.

Strong economic and corporate fundamentals fell into place in the third quarter, triggering an impressive rally in stock prices. Annualized GDP growth exceeded 4% and corporate earnings (abetted by tax reform) grew over 20% for a second consecutive quarter. Markets also took a more measured view of the trade concerns, in spite of an escalation in tariffs. By quarter’s end, most major stock indices had registered new all-time highs.

The Growth Equity strategy from Meritage Portfolio Management was awarded the “Top Guns U.S. Equity Universe” ranking within the Informa Investment Solutions (IIS) PSN manager ranking database. This well-respected quarterly ranking is widely used by institutional asset managers and investors. PSN is the longest-running investment manager...

Broad equity markets posted positive returns in the second calendar quarter, rebounding from the modest declines of Q1. While the news flow regarding continued economic growth and strong corporate earnings was generally positive, the market struggled for direction amidst longer-term uncertainties regarding the duration of the current economic cycle. As we discussed in our note last quarter, this is consistent with a market in transition, as the outlook for better growth also signals the latter stage of an economic cycle that now exceeds nine years.

“Every company today is a technology company – they are either in the technology business or they are becoming more dependent on technology to help run their business.” Len Mitchell, Meritage Sr. Portfolio Manager The advancement in technological capabilities over the past ten years has been...

The Growth Equity strategy from Meritage Portfolio Management was awarded the “Top Guns Large Cap Universe” within the Informa Investment Solutions (IIS) PSN manager ranking database. This well-respected quarterly ranking is widely used by institutional asset managers and investors. PSN is the longest-running investment manager database...

It was the third quarter of 2015 that stocks last turned in negative returns, triggered by recession fears and collapsing oil prices. While this quarter’s market decline of 1% - 2% came amidst stronger economic trends and positive earnings news, the modest loss masks a 10% correction from the January highs.