A process-driven mindset
Meritage was founded as an institutional investment firm, managing both equity and fixed income portfolios. As our AUM and client needs have expanded over the past 30 years, our commitment to an institutional approach to investing remains unchanged. We manage five distinct equity strategies, all bound by the firm’s investment philosophy, a common quantitative-based research platform, and a value-centric orientation.
Meritage Institutional Strategies
Meritage Growth Equity
The Meritage Growth Equity strategy composite was established in 2000, capitalizing on the firm’s conviction in quantitative methodologies to drive security selection.
Meritage Value Equity
The Meritage Value Equity strategy has been in existence since the firm’s inception in 1991, capitalizing on the firm’s conviction in quantitative methodologies to drive security selection.
Meritage Yield-Focus Equity
The Meritage Yield-Focus Equity strategy was established in 2003, driven by the belief that dividend income will continue to comprise a significant component of the market’s total return over time.
Meritage Small Cap Value Equity
The Meritage Small Cap Value Equity strategy was established in 2008, capitalizing on the firm’s conviction in quantitative methodologies to drive security selection.
Meritage Small Cap Growth Equity
The Meritage Small Cap Growth Equity strategy was established in 2008, capitalizing on the firm’s conviction in quantitative methodologies to drive security selection.
