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James England — Institutional Investor Profile | Buyside Digest

James England

Institutional Investor • Meridian Growth Fund

Value

$0M

Stocks

50 Stocks (1 new)

Turnover

0.0%

CIK

0001483859EDGAR ↗

Website ↗

Top Holdings

AADX(46.42%) SLYG(0.30%) MGM(0.12%) VST(0.12%) AXGN(0.11%)

About Investor

James Herbert England, CFA, serves as Portfolio Manager of the Meridian Contrarian Fund and has been managing the contrarian strategy since 2001, bringing over two decades of investment experience to the role. His educational background includes an undergraduate degree from McGill University and a Master's in Business Administration from the University of Western Ontario. England's professional experience spans multiple prestigious financial institutions, including serving as Principal at Goldman Sachs & Co. LLC from 1993-1999, Equity Research Analyst at Seidler Capital from 1990-1993, Principal at Aster Investment Management Co., Inc. from 2010-2013, and Portfolio Manager at Meridian Hedged Equity Fund from 2012-2014. His extensive background in equity research and portfolio management has enabled him to develop expertise in identifying undervalued opportunities in small and mid-cap markets. England's long tenure managing the contrarian strategy demonstrates his commitment to the investment philosophy and provides continuity for fund investors. His analytical approach combines fundamental research with risk management discipline, focusing on companies with visible catalysts for improvement while maintaining downside protection. The portfolio manager's track record spans multiple market cycles, providing valuable experience in navigating various market conditions while maintaining the fund's contrarian investment approach.

Investor Philosophy

Investment philosophy details pending verification.

James England Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AADX	None	AADX	General	$13875.3M	46.4%	+100.0%
SLYG	None	SPDR SERIES TRUST	Industrials	$90.0M	0.3%	No Change
MGM	None	MGM Resorts	Consumer Discretionary	$37.0M	0.1%	No Change
VST	None	Vistra Corp	Utilities	$35.5M	0.1%	No Change
AXGN	None	Axogen, Inc.	Health Care	$32.9M	0.1%	No Change
ABCL	None	ABCELLERA BIOLOGICS INC	General	$32.2M	0.1%	No Change
FSS	None	Federal Signal Corp.	Industrials	$29.4M	0.1%	No Change
RBA	None	RB Global	Industrials	$28.1M	0.1%	No Change
HNGE	None	Hinge Health, Inc.	General	$27.8M	0.1%	No Change
LNG	None	Cheniere Energy, Inc.	Energy	$27.3M	0.1%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
AADXAADX	$13875.3M	+100.0%	46.4%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General47.1%

Industrials1.1%

Health Care0.5%

Consumer Discretionary0.4%

Information Technology0.2%

Sector	Stocks	Value	Exposure
General	11	$14091.6M	47.1%
Industrials	13	$317.9M	1.1%
Health Care	6	$136.9M	0.5%
Consumer Discretionary	6	$117.1M	0.4%
Information Technology	4	$72.7M	0.2%
Technology	3	$48.6M	0.2%
Energy	2	$45.5M	0.1%
Financials	2	$40.8M	0.1%
Utilities	1	$35.5M	0.1%
Consumer Staples	1	$24.9M	0.1%
Materials	1	$13.7M	0.1%