Equity 

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

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Small Mid Cap Growth

Portfolio Manager:

  • Chad Meade, 19 years of experience 
  • Brian Schaub, CFA, 18 years of experience

Strategy Inception*:

  • September 5, 2013

Benchmark:

  • Russell 2500 Growth Index 

Investment Objective:

  • Seeks long-term growth of capital by investing primarily in equity securities of small to mid capitalization growth companies

Investment Approach:

  • Utilize fundamental research to identify early stage high quality growth companies with differentiated and enduring business models, strong competitive advantages and large addressable markets
  • Maintain active wishlist to deploy capital during volatile markets
  • Disciplined portfolio construction, where position size is driven purely by risk profile of the company

Why Invest:

  • Time-tested, disciplined approach to small cap investing focused on superior stock selection and down-side risk management
  • Experienced managers with 18-year professional history, including 10 years co-managing portfolios

Vehicle Options:

  • Meridian Growth Fund – Institutional Share Class (qualified investors only)
  • Currently closed to new investors in all other Meridian Growth share classes and Separately Managed Account

*Strategy inception date for current portfolio managers. Meridian Growth Fund inception is 08/01/1984.

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