Meritage Portfolio Management    
Meritage Portfolio Management
Mutual Funds
Where discipline meets common sense

Mutual funds
Meritage offers three distinct mutual funds for investors seeking growth potential. Each is focused on a different segment of the market, and each follows the same proprietary investment process we've developed, tested and refined over two decades of successfully managing separate accounts for individuals and institutions.

The hallmarks of our approach are:

  • A value-driven mindset, emphasizing a margin of safety between our estimated value of the security and the market price.
  • Systematic investment process, combining the power of quantitative research with the benefit of qualitative analysis focused on managing risk.
  • An opportunistic mentality, leading the portfolio managers to invest in their best ideas, regardless of market cap size, in both domestic and foreign markets.
News & Insights

Meritage Investment Update
Q4 2018

The stock market pulled back sharply in the fourth calendar quarter. Earlier-year gains were erased as declines breached bear-market territory for most broad-based indices. A year that began with high expectations and optimism around a resurgent economy finished the year in the opposite camp.

Read more >

 

Fact
Sheets
Value Equity Fund >
Growth Equity Fund >
Yield-Focus Equity Fund >
Seasoned,
portfolio managers

Meet the team >

To check the background of Unified Financial Securities, LLC, visit FINRA's BrokerCheck.


7500 College Blvd., Suite 1212, Overland Park KS 66210, Tel 913-345-7000. © Meritage Funds. All rights reserved.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Meritage Mutual Funds. This and other important information about the Funds is contained in the Prospectus, which can be obtained by calling Shareholder Services at (855) 261-0104. The Prospectus should be read carefully before investing.

Distributed by Unified Financial Securities, LLC. (Member, FINRA)