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...
Stocks advanced strongly in the third quarter, extending the rally from the pandemic-driven lows of late March. While the first phase of this recovery seemed to defy most conventional views at the time, the strength in the third quarter was accompanied by increased investor confidence...
We hope this note finds you well. As our client interaction remains more on the virtual side, we will continue to be more active with our periodic notes and updates. Following a strong second quarter, most trends have continued into the current quarter. Stocks have moved...
The surprisingly strong rebound in stocks against a backdrop of severe economic and social duress is among many storylines that have emerged over the recently completed quarter. We’ll comment below on some of the drivers behind this strength and offer thoughts on where we go...
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...
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