- Minyoung Sohn, CFA, 20 years of experience
- October 31, 2014
S&P 500 Index
- Seeks long-term growth
Utilize fundamental research to build "best ideas" 30-40 stock portfolio of primarily large capitalization companies
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
Potential for significant alpha generation with low correlation to broad equity market
Meridian Enhanced Equity Fund** – Legacy, Investor, A, and C Share Classes
Separately Managed Account
*Strategy inception date for current portfolio manager. Meridian Enhanced Equity Fund since inception is 01/31/2005.
**Formerly known as the Meridian Equity Income Fund.
For information on ArrowMark's mutual fund offerings, please visit Meridian Funds.