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, which pushed the U.S....
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...
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...
At Meritage we are fortunate to have a loyal and caring group of associates, now going back over our 27 years (and even longer linked back to our predecessor firm). Each year we recognize notable anniversaries. This year’s honorees included two new five year veterans...
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...
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