Meritage associates, friends and family members gathered to support a world free of Alzheimer’s at the 2019 Walk to End Alzheimer’s on Sunday, October 6 in Corporate Woods. Many thanks to our fundraising contributors for supporting our efforts through personal contributions, firm Casual for a Cause...

Stocks advanced slightly in the third quarter, adding to their strong gains in the first half and closing just under the market highs of late July. Volatility remained high as headlines around China trade negotiations and prospective Fed policy moved stocks in both directions. Economic...

U.S. stocks added to the strong gains of the first quarter, giving the broad market its best six month start in over twenty years. A slightly longer perspective shows more moderate returns, with stocks just ahead of where they were in late January, 2018. Most...

Executive Summary Over the years, we have addressed the periodic performance swings between value equity strategies and growth equity strategies.   Differences have historically been cyclical in nature and often associated with the stage of the business cycle.  More recently, the pronounced outperformance of growth stocks over...

Deeply oversold conditions at year-end set the stage for a vigorous recovery for stocks in the first quarter of 2019. Similar to other corrections during the course of this bull market, the retracement in stock prices has occurred quickly. At the risk of oversimplifying, the turnaround...

Blockchain technology offers many advantages over traditional record-keeping methods, such as cost savings, speed, accuracy and security. It eliminates the middleman and provides a mathematical basis for trust. Intrigued with its possibilities, companies across industries are investing in resources to further explore potential benefits and...

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,...

The stock market pulled back sharply in the fourth calendar quarter.  Earlier-year gains were erased as declines breached bear-market territory for most broad-based indices.  A year that began with high expectations and optimism around a resurgent economy finished the year in the opposite camp.  The abruptness...

Meritage CIO, Mark Eveans, recently sat down with The Wall Street Transcript to discuss the firm's investment process and specific investment ideas within our separate equity strategies. This publication has been interviewing money managers and CEOs for over 50 years for an institutional subscriber base.The full interview...

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.