06 Jul

Posted at 18:39h in Featured, Investment Commentary

Broad equity markets posted positive returns in the second calendar quarter, rebounding from the modest declines of Q1. While the news flow regarding continued economic growth and strong corporate earnings was generally positive, the market struggled for direction amidst longer-term uncertainties regarding the duration of the current economic cycle. As we discussed in our note last quarter, this is consistent with a market in transition, as the outlook for better growth also signals the latter stage of an economic cycle that now exceeds nine years.

26 Jun

Posted at 15:02h in Featured, Investment Commentary

Since we last distributed a special commentary on general market conditions (MARKET PERSPECTIVE, FEB 6, 2018), stocks have rebounded from lows established on February 8, recovering most of the 10% decline. Thankfully, what we experienced then was an overdue, “normal” market correction, not the beginning...

22 Jun

Posted at 14:39h in Featured, Meritage Articles

“Every company today is a technology company – they are either in the technology business or they are becoming more dependent on technology to help run their business.” Len Mitchell, Meritage Sr. Portfolio Manager The advancement in technological capabilities over the past ten years has been...

24 May

Posted at 16:04h in Featured, News

The Growth Equity strategy from Meritage Portfolio Management was awarded the “Top Guns Large Cap Universe” 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 longest-running investment manager database...

05 Apr

Posted at 20:20h in Featured, Investment Commentary

It was the third quarter of 2015 that stocks last turned in negative returns, triggered by recession fears and collapsing oil prices. While this quarter’s market decline of 1% - 2% came amidst stronger economic trends and positive earnings news, the modest loss masks a 10% correction from the January highs.