Enhanced Equity
Portfolio Manager:
- Clay Freeman, 17 years of experience
Strategy Inception*:
- September 3, 2019
Benchmark:
-
S&P 500 Index
Investment Objective:
- Seeks long-term growth
Investment Approach:
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Utilize fundamental research to build "best ideas" 30-40 stock portfolio of primarily large capitalization companies
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Optimize stock position sizing based on fundamental view of return and risk
- Active portfolio construction and the strategic use of exchange-listed options and to both enhance alpha potential and manage volatility
Why Invest:
-
Potential for significant alpha generation with low correlation to broad equity market
Vehicle Options:
-
Meridian Enhanced Equity Fund** – Legacy, Investor, A, and C Share Classes
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Separately Managed Account
*Strategy inception date for current portfolio manager. Meridian Enhanced Equity Fund since inception is 1/31/2005.
For information on ArrowMark's mutual fund offerings, please visit Meridian Funds.