Meridian Growth Fund’s Q1 2026 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Growth Fund”. The US equity market started 2026 with volatility due to trade policy uncertainty and geopolitical risks. Initial optimism from domestic company confidence and the Federal Reserve easing waned following increased tariffs and military strikes against Iran. The value outperformed across the entire market-cap spectrum. Against this backdrop, the Meridian Growth Fund (the “Fund”) returned -7.90%, trailing the Russell 2500 Growth Index benchmark, which returned -3.52%. The underperformance was driven by industry allocation effects, while stock selection was a meaningful positive contributor. In addition, please check the Fund’s top five holdings to know its best picks in 2026.

A copy of Meridian Growth Fund’s Q1 2026 investor letter can be downloaded here.

1281292 - 11759070 - 1