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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 24, 2025 | Meridian Small Cap Growth Fund | 4.2% | - | ALIT, CCSI, KEX, SPT, TPB, ZBIO | capital goods, healthcare, semiconductors, small caps, valuation | A quality-biased, lower-beta process lagged a speculative, momentum-led rally; managers avoided expensive capital-goods and speculative semis despite a powerful AI buildout. Healthcare overweight and underweights in capital goods hurt, but stock selection in consumer, comm services, and financials helped. They remain disciplined on durable growth at reasonable valuations. | CCSI ZENAS TPB KEX SPT ALIT ZD HALO MDGL ALGN SPT CCSI KEX SPT |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2026 | Fund Letters | Chad Meade | Zenas BioPharma, Inc. | Health Care | Biotechnology | Bull | NASDAQ | Autoimmune, biologics, Clinicaltrials, growth, pipeline | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||