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Meritage Growth Equity Fund Institutional Shares (0P0000ZNPY)
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28/07 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 33.62M
Meritage Growth Equity Fund Institutional Shares
18.840
0.000
0.00%
- Overview
- Profile
- Historical Data
- Holdings
0P0000ZNPY Overview
On this page you'll find an in-depth profile of Meritage Growth Equity Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZNPY among other information.
Investment Strategy
The investment seeks growth of capital. The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities. It principally invests in exchange-traded common stocks of domestic companies. Up to 35% of the fund's total assets may be invested in the common stock (or its equivalent) of and American Depositary Receipts ("ADRs") relating to foreign companies (including those located in emerging markets) that trade in the U.S. ADRs are issued by U.S. banks (depositories) and represent ownership interests in securities of foreign companies that are deposited with those banks.
Contact Information
Address
Suite 1212 7500 College Boulevard
Overland Park,KS 662104035
United States
Overland Park,KS 662104035
United States
Phone
913.345.7000
Fax
913.345.2213
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Leonard C. Mitchell | Senior Portfolio Manager | 2013 | 2020 |
| Biography | Len Mitchell is a member of the Investment Management Team. He leads the Meritage Growth Equity strategy. Len’s career covers 36 years, including time as an oil and energy analyst, and managing high net worth portfolios at banks and trust companies in Texas. Prior to joining Meritage, Len spent seven years with The Private Bank for the Chase Investment Management Group in Dallas, Texas where he was Vice President, Senior Portfolio Manager and supervised a group of 12 professionals managing nearly $3 billion throughout the Southwestern part of the U.S. He received his B.A. in Accounting and M.B.A. from Texas Christian University with Honors. | ||
| Sharon L. Divine | Director | 2013 | 2020 |
| Biography | Sharon Divine is a member of the Investment Management Team and is the Director of Quantitative Research, leading the development of the quantitative aspects of the fi rm’s equity investment process. Sharon has over 26 years of investment experience in portfolio management and investment analysis. Prior to joining Meritage, Sharon spent four years with the Educational Retirement Board in Santa Fe, New Mexico, where she managed the equity portfolio of the State Teacher’s Retirement Fund. Sharon received her Bachelor of Business Administration with Emphasis in Computer Science and M.B.A. in Finance from the University of Missouri-Kansas City with Honors. | ||
| John M. Wallis | Director | 2013 | 2020 |
| Biography | John Wallis is a member of the Investment Management Team, and is the Firm’s first Director of Qualitative Research. In that role, he leads the Firm’s continuing development of its qualitative equity analysis process, which complements the Firm’s extensive quantitative evaluation process. John has 25 years of institutional experience in portfolio management, publicly traded security analysis and private investment analysis. His prior experience encompasses related investment positions at Great Plains Energy, Meadowbrook Insurance Group and Dodson Group, all in the Kansas City area. John has a Bachelor of Science degree from Arizona State University and a MBA with a concentration in Finance from Avila University, Kansas City, Missouri. | ||
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