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...

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.