WHAT WE BELIEVE
- Investments should be purchased, not sold. This supports an emphasis on education and transparency. We appreciate those investors who desire to be well informed.
- Investment ideas are a dime a dozen, while proven ability to execute is rare. Investors are best served when requiring proof of concept in the form of actual performance results prior to committing capital.
- An alternative investment which provides a return stream that is highly correlated to the broader market is alternative in name only. It will do little to mitigate the risk of a broader portfolio.
- Understanding the manner in which returns are generated will be much more telling than the summary returns themselves. They will also be much more useful when trying to assess an investment's ability to navigate market turbulence.
- Investment managers should understand the concept of asset-liability matching and the challenges this requirement creates for many investors. We’ve been on the other side and understand the value of a smooth return profile.
- In one word – “Alpha”. Beta-driven returns reflect risk rather than skill. One can always dial up risk, but the key is ensuring one is adequately compensated for the risk they take on. This is why we believe "return-per-unit-of risk" is the most critical measurement of return.
- Warehousing old ideas will seldom lead to superior performance, especially when utilized as justification for not taking action. Differentiated results are more likely to be obtained through the pursuit of innovation.
- A true all-weather investment possesses the structural ability to generate positive returns in both up and down markets. A goal of performing "less-badly" than a down-trending market is not sufficient.
- Bigger does not mean better. We understand the comfort of such thinking, but believe equating size with quality and sophistication can be very limiting in practice.
- An institutional infrastructure benefits investment manager and investor alike.
- If we don’t eat our own cooking, we shouldn’t expect others to do so. Meridan management maintains a significant personal investment in the alternative product we manage.
- Always operate with integrity - doing so should be the easiest part of your day.
Meridan Capital LLC is registered as an investment advisor in the State of Washington. Meridan Capital LLC may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Content on this site is limited to the dissemination of general information on products and services, and is not investment advice or a solicitation of an offer to buy any securities related to any of the products or services referenced herein. Any offering pertaining to funds or services available only to qualified investors will be made in accordance with the terms and conditions set forth in the confidential private offering documents pertaining to those particular funds or services as permitted by law.
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