President And Chief Investment Officer
CurrentAs the CIO and a Senior Portfolio Manager, I am responsible for the overall direction of the Meritage Portfolio Management investment process. Our process now produces five distinct equity strategies -All Cap Value, Growth and Yield-Focus; Small Cap Value and Growth - and two bond strategies. I lead the Value Strategy Team, and am a member of the Yield-Focus Strategy Team and Macro Analysis Team. Value is our legacy equity strategy, which began prior to the formation of Meritage in 1991. Our value-driven Growth strategy began in 1998, and Yield-Focus was launched in 2003. We began incubation of our small cap strategy approaches at the end of 2008 using internal capital. Meritage manages an in depth platform of all-world, all-cap, diversifiable equity strategies for both private and institutional clients. A key distinction that we believe sets us apart and provides a tremendous benefit to all our clients is our comprehensive security selection process which scores, ranks and screens over 6,000 securities worldwide, on a continuous basis. Only the best ranked securities, approximately the top 4% of the universe, are candidates for purchase.This clear cut, systematic decision making process has been under continuous development and improvement over the life of our firm.
