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Meridian Contrarian Fund Investor Class(0P0000ZE9G)

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38.240 +0.260    +0.68%
24/12 - 延遲資料. USD 貨幣
種類:  基金
市場:  美國
發行者:  Meridian
資產類別:  股票
  • 晨星評級:
  • 總資產: 13.2M
Meridian Contrarian Fund Investor Class 38.240 +0.260 +0.68%

0P0000ZE9G綜觀

 
你可在本頁找到深入的Meridian Contrarian Fund Investor Class公司檔案,包括0P0000ZE9G的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Small Blend

總資產

13.2M

費用

1.20%

基金成立

2013年11月15日

聯絡資訊

地址 660 E. Sir Francis Drake Blvd., Suite 306
Larkspur,CA 94939
United States
電話 +1 8004466662

主要管理層

名稱 主旨 成立於 直至
James England Analyst 2001 now
自傳 James England is a Portfolio Manager at ArrowMark Partners and Co-Portfolio Manager of Meridian Contrarian Fund. He has been Portfolio Manager of the Meridian Contrarian Fund since 2001. James previously worked as an equity derivatives trader at Toronto Dominion Securities, in the equity sales and trading group of Goldman, Sachs & Co. and as a Consumer and Retail Analyst at The Seidler Companies. James received his bachelor’s degree from McGill University and a master's degree in Business Administration from the Ivey School of Business at the University of Western Ontario. He holds the Chartered Financial Analyst designation.
Larry Cordisco Co-Portfolio Manager, Meridian Contrarian Fund 2013 2019
自傳 Larry Cordisco graduated from the University of California, Santa Barbara (B.A. in Political Science), Georgetown University (M.P.P.) and Columbia Business School (M.B.A.). Before joining Osterweis in 2019, he was a Co-Portfolio Manager of the Meridian Contrarian Fund at Arrowmark Partners/Meridian Funds. Prior to co-managing the Contrarian Fund, Larry was an equity analyst for 11 years, most recently as Vice President of Investment Research for the Meridian Contrarian Fund. Before that he was an analyst within the technology group at Banc of America Securities. He was also a business and technology consultant for Accenture in San Francisco and began his professional career in the public sector as a District Aide for Congressman George Miller. Mr. Cordisco is a Senior Portfolio Manager for the core equity strategy and portfolio manager for the flexible balanced strategy.
James O'Connor Co-Manager 2004 2015
Richard F. Aster Founder, President 1994 2012
自傳 Aster serves as president of Aster Investment Management Company, which he founded in 1977. Previously, he spent six years as a securities analyst for Robertson, Coleman, Siebel.
Larry Cordisco Co-Portfolio Manager, Meridian Contrarian Fund 2003 2011
自傳 Larry Cordisco graduated from the University of California, Santa Barbara (B.A. in Political Science), Georgetown University (M.P.P.) and Columbia Business School (M.B.A.). Before joining Osterweis in 2019, he was a Co-Portfolio Manager of the Meridian Contrarian Fund at Arrowmark Partners/Meridian Funds. Prior to co-managing the Contrarian Fund, Larry was an equity analyst for 11 years, most recently as Vice President of Investment Research for the Meridian Contrarian Fund. Before that he was an analyst within the technology group at Banc of America Securities. He was also a business and technology consultant for Accenture in San Francisco and began his professional career in the public sector as a District Aide for Congressman George Miller. Mr. Cordisco is a Senior Portfolio Manager for the core equity strategy and portfolio manager for the flexible balanced strategy.
Kevin C. O'Boyle President 1995 2004
自傳 O'Boyle is currently president of KCO Investments, Inc., which he took part in 2005. Previously he worked as a vice president of research with Aster Investment Mgmt. Co., his employer since September 1994. Between July 1993 and September 1994, he served as manager of business development with Pacific Physician Services Inc.
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