Equity 

Our growth-oriented equity strategies focus in areas where capacity is scarce or a special situation is emerging. 

loading content indicator

Contrarian

Portfolio Managers:

  • James England, CFA, 23 years of experience
  • Larry Cordisco, 18 years of experience

Strategy Inception*: 

  • September 5, 2013

Benchmark: 

  • Russell 2500 Index 

Investment Objective:  

  • Seeks long-term growth of capital

Investment Approach: 

  • Focus on companies with real business challenges where management has  clearly identified a solution to accelerate earnings growth
  • Utilize fundamental research to narrow the investment universe, emphasizing higher quality businesses offering the greatest potential for an earnings rebound
  • Risk first approach permeates investment process and is embedded from selection to position sizing 

Why Invest: 

  • Experienced managers with tenured history working together as analysts and portfolio managers on the Fund
  • Investing in out-of-favor companies has the potential to deliver outsized gains

Vehicle Options: 

  • Meridian Contrarian Fund – Investor, A, and C Share Classes
  • Separately Managed Account

*Strategy inception date for current co-portfolio managers. Fund inception is 02/10/1994.

For information on ArrowMark's mutual fund offerings, please visit Meridian Funds.