Managers

Meridian Small Cap Growth Fund

Brian Schaub and Chad Meade have worked together as co-portfolio managers for over 10 years. Throughout their partnership, they have maintained a consistent investment philosophy predicated on their strong belief in compounding absolute and relative returns for clients by prioritizing risk over reward.

  • Conduct in-depth, fundamental research
  • Prioritize risk over return
  • Invest with a long-term, business owner investment horizon

Chad Meade

Portfolio Manager
Chad is a Portfolio Manager for the Meridian Growth and Meridian Small Cap Growth Funds at ArrowMark Asset Management, LLC. He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (July 2006 – May 2013) and the Janus Venture Fund (July 2010 – May 2013). In his experience in the financial industry, Chad has focused on small and mid-capitalization stocks in the health care and industrials sectors as an equity research analyst at Janus from 2001 to 2011. Prior to starting with Janus in August 2001, he was a financial analyst for Goldman Sachs’ global investment research team. Chad graduated summa cum laude from Virginia Tech with a bachelor’s degree in Finance and was a member of the Omicron Delta Kappa Honor Society.

Brian Schaub, CFA

Portfolio Manager
Brian is a Portfolio Manager for the Meridian Growth and Meridian Small Cap Growth Funds at ArrowMark Colorado Holdings, LLC.  He previously served as the Co-Portfolio Manager and Executive Vice President of the Janus Triton Fund (July 2006 – May 2013) and the Janus Venture Fund (July 2010 – May 2013). During his time as an equity research analyst at Janus from 2000 to 2011, he focused on small and mid-capitalization stocks in the communications sector.  Brian graduated cum laude from Williams College with a bachelor’s degree in Economics and won the Arthur B. Graves, Class of 1858, Essay Prize in Economics for his work on Dell Computer.  He also holds the Chartered Financial Analyst designation.