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Investment Update

July 10, 2023

“Artificial Intelligence (AI)”, there, we said it. Now to be clear, nothing in this 2nd Quarter Investment Update was generated using ChatGPT or any other Large Language Model (LLM), although we did consult a few. Another Quarter of ...

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By Meritage Portfolio Management

Investment Update

April 10, 2023

As a new member of the Meritage Investment Team, I will take the opportunity of composing the quarterly Investment Update and to introduce myself. You may recall from our December holiday note that I recently joined the firm in the dual ...

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By Zack Shafran

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Meritage Portfolio Management is an institutionally based investment management firm, providing asset management for families, foundations, endowments, corporations and qualified retirement plans. The firm manages $1.9 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.