We partner with institutional investors and private clients to build enduring wealth through disciplined investment strategies and rigorous research.
Assets Managed
Years Experience
10-Year CAGR
Institutional Clients
We conduct rigorous bottom-up research to identify companies with sustainable competitive advantages trading below intrinsic value.
Our investment decisions are made with a multi-year perspective, allowing compound growth to work in our clients' favour.
Capital preservation is paramount. We employ disciplined position sizing and diversification to protect against permanent loss.
Our services are tailored to meet the unique objectives of each client, whether preserving wealth, generating income, or pursuing growth.
Discuss Your GoalsCustomised equity and fixed income portfolios
Strategic guidance for foundations and endowments
Access to select private market opportunities
Wealth transfer and succession strategies
Managing Partner
Chief Investment Officer
Head of Research
Client Relations Director
We welcome the opportunity to learn about your objectives and explore how Meridian Capital can help you achieve them.
Schedule a Meeting