Meridian Small Cap Growth Fund

Portfolio Managers: 

  • Chad Meade, 23 years of experience 
  • Brian Schaub, CFA, 22 years of experience

Strategy and Fund Inception: 

  • December 16, 2013


  • Russell 2000 Growth Index

Investment Objective:

  • Seeks long-term growth of capital by investing primarily in equity securities of small capitalization growth companies

Investment Approach:

  • Utilizes fundamental research to identify early stage growth companies with differentiated and enduring business models, strong competitive advantages, and large addressable markets
  • Risk-first approach where position size is driven purely by the underlying company’s risk profile
  • Maintain active wishlist to deploy capital during volatile markets

Why Invest:

  • Time-tested, disciplined approach to small cap investing focused on superior stock selection and down-side risk management

Vehicle Options:

  • Meridian Small Cap Growth – Institutional Share Class (qualified investors only)
  • Currently closed to new investors in all other Meridian Small Cap Growth share classes 

Ticker Symbols

A Shares: MSGAX
C Shares: MSGCX
Investor Shares: MISGX
Institutional Shares: MSGRX
Legacy Shares: MSGGX

Risk Considerations

There are risks involved with any investment. The principal risks associated with an investment in this Fund are set forth below. Please see the section “Further Information About Principal Risks” in this Prospectus for a detailed discussion of these risks and other factors you should carefully consider before deciding to invest in the Fund.

General Risk — You could lose money on your investment in the Fund or the Fund could underperform other investments.

Investment Style Risk - Although the Fund makes every effort to achieve its investment objective of long-term growth of capital, it cannot guarantee that the Investment Adviser’s investment strategies or securities selection method will achieve that objective

Market Risk — The value of the Fund’s investments will fluctuate in response to the activities of individual companies and general stock market and economic conditions and the value of your investment in the Fund may be more or less than your purchase price.

Growth Investing Risk — There is a risk that the Fund’s emphasis on investing in growth-oriented companies may underperform during times when growth investing is out of favor.

Small Company Risk — Generally, the smaller the capitalization of a company, the greater the risk associated with an investment in the company. The stock prices of smaller and newer companies tend to fluctuate more than those of larger, more established companies and have smaller market for their shares than do large capitalization companies.

Equity Securities Risk — Equity securities holders are entitled to the income and increase in the value of the assets and business of an issuer after debt obligations and obligations to debt securities holders are satisfied. Equity securities fluctuate in price in response to many factors including historical and prospective earnings of the issuer, the value of its assets, general economic conditions, interest rates, investors perceptions and market liquidity.