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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
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"Lagging its benchmark due to tech and financial stock selection, while maintaining a defensive, quality-focused investment approach heading into 2026."
The Meridian Growth Fund returned -0.39% (net) for the quarter ended December 31, 2025, underperforming its benchmark, the Russell 2500 Growth Index, which returned 0.33%. Despite positive contributions from an overweight allocation to the healthcare sector (particularly Globus Medical, Tandem Diabetes Care, and Exact Sciences), overall relative results were dragged down by poor stock selection in the information technology and financials sectors, as well as underperformance from holdings like Certara, Doximity, and Remitly. Heading into 2026, the manager remains focused on high-quality compounders with strong balance sheets to navigate macroeconomic uncertainties, monetary policy transitions, and elevated AI valuations.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
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