Meridian Funds, managed by ArrowMark Partners, released its “Meridian Small Cap Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, equity markets experienced a significant rebound, increasing by 23% from their lowest points within the period to reach new record highs. In this environment, the fund returned 6.96% (net) in the second quarter compared to the Russell 2000 Growth Index’s 11.97% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its second-quarter 2025...
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