Larry Cordisco

Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios.

ArrowMark uses fundamental research and an opportunistic investment philosophy when investing. They focus on niche and less efficient market segments in public and private credit and equity, leveraged loans, and middle-market commercial real estate finance. The firm primarily invests for relatively long-time horizons, often for a year or more.

Aster Investment Management (AIM) invests primarily in the stocks of US and European companies in the finance, technology services and electronic technology sectors. The firm invests across all market-caps. AIM maintains a low turnover rate. They manage the Meridian Equity Income Fund, the Meridian Growth Fund and the Meridian Value Fund. The Meridian Equity Income Fund is a no-load, diversified mutual fund that seeks long-term growth of capital and income. The Fund invests primarily in the equity securities of companies that pay dividends or interest, have the potential for capital appreciation and in which AIM believes have the capacity to raise dividends in the future. The Meridian Growth Fund is a no-load, diversified mutual fund that seeks long-term growth of capital. The Fund invests primarily in growth stocks, including those with small and medium-sized market values. The Meridian Value Fund is a no-load, diversified mutual fund that seeks long-term growth of capital. The Fund invests primarily in the stocks of companies which AIM believes are undervalued in relation to the company's long-term earning power or asset value, or the stock market in general. This may include companies which have suffered earnings declines but which are positioned to resume long-term growth. Investments include equities across all market-caps and industries.

Aster Investment Management (AIM) invests primarily in the stocks of US and European companies in the finance, technology services and electronic technology sectors. The firm invests across all market-caps. AIM maintains a low turnover rate. They manage the Meridian Equity Income Fund, the Meridian Growth Fund and the Meridian Value Fund. The Meridian Equity Income Fund is a no-load, diversified mutual fund that seeks long-term growth of capital and income. The Fund invests primarily in the equity securities of companies that pay dividends or interest, have the potential for capital appreciation and in which AIM believes have the capacity to raise dividends in the future. The Meridian Growth Fund is a no-load, diversified mutual fund that seeks long-term growth of capital. The Fund invests primarily in growth stocks, including those with small and medium-sized market values. The Meridian Value Fund is a no-load, diversified mutual fund that seeks long-term growth of capital. The Fund invests primarily in the stocks of companies which AIM believes are undervalued in relation to the company's long-term earning power or asset value, or the stock market in general. This may include companies which have suffered earnings declines but which are positioned to resume long-term growth. Investments include equities across all market-caps and industries.

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