Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2024Fund LettersMeridian Contrarian FundSG Sweetgreen, Inc. Consumer DiscretionaryRestaurants Bull NYSEAutomation, cash burn, Competitive Advantage, Fast casual, Healthy Food, Labor Costs, margin expansion, Restaurants, same-store sales
Mar 31, 2024Fund LettersMeridian Contrarian FundSGH SMART Global Holdings, Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, capital allocation, Cyclical upturn, data centers, high-performance computing, Internet of Things, LEDs, Memory, technology
Mar 31, 2024Fund LettersMeridian Contrarian FundNVTS Navitas Semiconductor Corp. Information TechnologySemiconductors Bull NASDAQdata centers, Electric Vehicles, energy efficiency, Gallium Nitride, GaN Technology, Mobile phones, Power Semiconductors, semiconductors, Silicon Carbide
Mar 31, 2024Fund LettersMeridian Contrarian FundBEPC Brookfield Renewable Corp. UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEdividend yield, financial strength, global portfolio, Hydroelectric, Interest rates, renewable energy, Solar, utilities, Wind
Mar 31, 2024Fund LettersMeridian Contrarian FundQDEL QuidelOrtho Corp. Health CareHealth Care Equipment Bull NASDAQCOVID Testing, diagnostics, EBITDA margins, healthcare, In-vitro diagnostics, Medical devices, Point-of-care, product launch, Respiratory
Mar 31, 2024Fund LettersMeridian Growth FundRBA RB Global, Inc. IndustrialsCommercial Services & Supplies Bull NYSEAsset Turns, Auto Salvage, Heavy Equipment, Industrial Equipment, infrastructure, market share, Online auctions, Scale Advantages
Mar 31, 2024Fund LettersMeridian Growth FundACVA ACV Auctions, Inc. Consumer DiscretionarySpecialty Retail Bull NASDAQautomotive, B2b, Digital Disruption, Digital Marketplace, inspection services, market share, operating leverage, Used-car auctions
Mar 31, 2024Fund LettersMeridian Growth FundTRMB Trimble, Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAgricultural, construction, gross margins, Industrial technology, Joint venture, recurring revenue, subscription model, valuation discount
Mar 31, 2024Fund LettersMeridian Growth FundSHC Sotera Health Company Health CareHealth Care Services Bull NASDAQEthylene Oxide, FDA Required, Healthcare services, Medical devices, Mission-Critical, Pharmaceutical, regulatory compliance, Sterilization
Mar 31, 2024Fund LettersMeridian Growth FundIRDM Iridium Communications, Inc. Communication ServicesWireless Telecommunication Services Bull NASDAQCommunications, Consumer Devices, Free Cash Flow, Global Coverage, Marine, Network Monetization, Satellite, Share Buybacks
Mar 31, 2024Fund LettersMeridian Growth FundQDEL QuidelOrtho Corporation Health CareHealth Care Equipment Neutral NASDAQCOVID-19, diagnostics, EBITDA, healthcare, In-vitro, Point-of-care, product launch, Respiratory
Mar 31, 2024Fund LettersMeridian Hedged Equity FundAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, Artificial Intelligence, Automation, Cloud computing, e-commerce, Fulfillment Network, margin expansion, Prime Services
Mar 31, 2024Fund LettersMeridian Hedged Equity FundNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQArtificial Intelligence, automotive, Blackwell Platform, data centers, Gaming, GPUs, large language models, semiconductors
Mar 31, 2024Fund LettersMeridian Hedged Equity FundVST Vistra Corp. UtilitiesIndependent Power Producers & Energy Traders Bull NYSEArtificial Intelligence, data centers, Free Cash Flow, natural gas, Nuclear Power, Power generation, Texas Market, utilities
Mar 31, 2024Fund LettersMeridian Hedged Equity FundRIVN Rivian Automotive, Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAmazon partnership, automotive, commercial vehicles, Electric Vehicles, Hedged Position, manufacturing, R2 Platform
Mar 31, 2024Fund LettersMeridian Hedged Equity FundLBRDA Liberty Broadband Corporation Communication ServicesCable & Satellite Bull NASDAQbroadband, Bundling, cable, DOCSIS 4.0, holding company, infrastructure, remote work, Streaming
Mar 31, 2024Fund LettersMeridian Hedged Equity FundSBH Sally Beauty Holdings, Inc. Consumer DiscretionarySpecialty Retail Neutral NYSEbeauty products, Consumer Discretionary, inflation impact, margin expansion, Private-label, Specialty retail, turnaround
Mar 31, 2024Fund LettersMeridian Small Cap Growth FundSG Sweetgreen, Inc. Consumer DiscretionaryRestaurants Bull NYSEAutomation Technology, Fast-Casual Restaurants, Healthy Food, Labor Efficiency, margin expansion, New Position, same-store sales, supply chain
Mar 31, 2024Fund LettersMeridian Small Cap Growth FundNRGN Neurogene, Inc. Health CareBiotechnology Bull NASDAQBatten Disease, biotechnology, clinical stage, gene therapy, neurological disorders, rare diseases, Rett Syndrome, Reverse merger
Mar 31, 2024Fund LettersMeridian Small Cap Growth FundBYRN Byrna Technologies, Inc. IndustrialsAerospace & Defense Bull NASDAQAmazon, Consumer products, direct-to-consumer, e-commerce, law enforcement, Non-Lethal Weapons, Personal Defense, Self-defense

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