I am very pleased to announce Meritage Portfolio Management has recently surpassed the $2 billion mark for assets under management (AUM). For more than 25 years, our dual mission of investment excellence coupled with personalized investment planning services has served our clients well. Distinguished from the trends...
We are very pleased to announce the promotion of Sharon Divine, CFA, to Co-Manager of the Meritage Value Equity strategy, now sharing that responsibility with me. Sharon has been with our firm for over 25 years and is a principal. She manages the firm’s Small-Cap Value...
Good News Many interim-quarter updates we send are typically in response to an unexpected market decline, so instead, we thought we would take the opportunity to provide commentary after what has been a more positive experience. Equity markets have rebounded strongly from the panic decline of December,...
Since we last distributed a special commentary on general market conditions (MARKET PERSPECTIVE, FEB 6, 2018), stocks have rebounded from lows established on February 8, recovering most of the 10% decline. Thankfully, what we experienced then was an overdue, “normal” market correction, not the beginning...
Another sharp drop happened on Thursday, similar to last Monday’s (Feb. 5) decline. Our conclusion remains the same, as stated in our February 6 memo – “Perspective on Markets”. Our view is that this is an overdue valuation correction, which we do not expect to...
The stock market’s dramatic 8% drop in the last six trading days is breathtaking and disconcerting, especially yesterday’s 4.1% decline. Our view is that this is an overdue valuation correction, which we do not expect to escalate into an all-out meltdown or crash. While we...
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