Meridian Growth Fund Institutional Class (MRRGX)

Overview

The company operates a fund that aims to offer investors significant growth opportunities by focusing primarily on small- and mid-capitalization companies. These companies are selected based on their potential for above-average growth in revenues and earnings. The selection process involves a meticulous evaluation by the Investment Adviser, who looks for factors such as high sales growth, unit growth, industry growth, high or improving returns on assets and equity, and a strong balance sheet. Understanding the importance of diversification and global opportunities, the fund also allocates a portion of its assets to invest in foreign companies, including those in emerging markets.

Products and Services

The fund provides a focused investment vehicle with the following characteristics and offerings:

• Emphasis on Growth: The core investment strategy is centered around identifying small- and mid-capitalization companies with the potential for above-average growth in revenues and earnings. These selections are based on a comprehensive evaluation of various success indicators, including sales and industry growth, as well as financial health metrics such as returns on assets and equity.
• Foreign Market Investment: Recognizing the importance of global investment opportunities and diversification, the fund is equipped to invest up to 25% of its total assets in securities of foreign companies. This includes investments in emerging markets, providing exposure to high-growth opportunities outside the domestic sphere and adding a layer of diversification to the investment portfolio.