Meridian Contrarian Fund Q4 2018 Commentary

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About: Nektar Therapeutics (NKTR), AMD, GPK, NEM, MLNX, BNFT
by: Fund Letters
Summary

Meridian funds have been investing for their shareholders with an eye toward the long term. ArrowMark Colorado Holdings serves as the investment adviser to the Meridian Funds and brings a management team with decades of experience in both traditional and alternative investment management.

Includes detailed analysis of Meridian Contrarian Fund's positions in NKTR, AMD, GPK, NEM, MLNX, and BNFT.

The Meridian Contrarian Fund (the “Fund”) returned -18.70% (net) for the quarter, underperforming its benchmark, the Russell 2500 Index, which returned -18.49%.

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Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.