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Meridian Contrarian Fund Investor Class (0P0000ZE9G)

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38.240 +0.260    +0.68%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 13.2M
Meridian Contrarian Fund Investor Class 38.240 +0.260 +0.68%

0P0000ZE9G Overview

 
On this page you'll find an in-depth profile of Meridian Contrarian Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000ZE9G among other information.
Category

Small Blend

Total Assets

13.2M

Expenses

1.20%

Inception Date

Nov 15, 2013

Contact Information

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

Top Executives

Name Title Since Until
James England Analyst 2001 Now
Biography 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
Biography 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
Biography 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
Biography 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
Biography 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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