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
Q3 2018
Strong economic and corporate fundamentals fell into place in the third quarter, triggering an impressive rally in stock prices. Annualized GDP growth exceeded 4% and corporate earnings (abetted by tax reform) grew over 20% for a second consecutive quarter. Markets also took a more measured view of the trade concerns, in spite of an escalation in tariffs. By quarter's end, most major stock indices had registered new all-time highs.

Read more >

 

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

Meet the team >

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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)