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

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Enhanced Equity

Portfolio Manager: 

  • Clay Freeman, 17 years of experience 

Strategy Inception*:  

  • September 3, 2019


  • S&P 500 Index

Investment Objective:

  • Seeks long-term growth

Investment Approach: 

  • 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

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
  • 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.