Most broad equity market benchmarks finished the quarter at or near all-time highs. The strong gains in the quarter reflected a combination of near ideal underlying fundamentals, ranging from company-specific earnings and revenue trends to broad macro support from what have become the usual suspects...
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...
As we pen this first quarter update amidst the comfort of markets residing around all-time highs, we can’t help from looking back at our Investment Update this same time one year ago. The extreme uncertainty of that moment still comes through in our commentary, as...
The Growth Equity strategy from Meritage Portfolio Management was awarded the “6 Star 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...
The haste to put 2020 in the past is understandable on many levels, though from an investment perspective, equity investors may do so with mixed feelings. This improbable year finished strongly for stocks with most broad market averages ending the year near or above their...
We are pleased to announce what we believe is a significant enhancement to our security selection process. As you may recall, Meritage uses a combination of fundamental research with quantitative modeling in our investment process to identify attractive companies. We believe this approach enables us...
All of us at Meritage appreciate our good fortune to be a part of a successful business and live in a community that truly comes together to help those who are less fortunate. Our associates are encouraged to be involved with charitable organizations of their choice...
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