Meridian Flex Cap

The Meridian global flex cap strategy was launched in response to client requests for a portfolio unfettered by traditional “style box” constraints and for an approach that would moderate market volatility.

Thus, while Cederian’s other equity strategies are characterized by strict geographic and market cap parameters, Meridian allows the firm latitude to seek out the most promising equity investments wherever they might be found. As a result, positions in the Meridian strategy are drawn from the best ideas in the Cederian Large and SMID Cap strategies. The strategy may also make use of ETFs, fixed income securities, preferred shares, or other instruments when market circumstances dictate.