Tag: industrials

Revisiting The Forgotten Case For Industrials

Revisiting The Forgotten Case For Industrials

Global Economic Improvement and Spending Plans Should Benefit The industrials sector has seemingly fallen in to the shadows as 2017 has gotten underway, following a strong showing in 2016. The sector has appreciated 6.5% year-to-date, below the 7.0% rise in […]

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Why Is Chuck Royce Bullish On Industrials?

Chuck Royce details why he is bullish on the industrial sector—he believes they offer a great intersection of quality and value. Watch the video here. Francis Gannon: We’ve been dealing with anemic economic growth for a period of time. As […]

Meridian Contrarian Fund Annual Letter To Investors

Meridian Contrarian Fund Annual Letter To Investors

Meridian Contrarian Fund’s letter to shareholders for the year ending June 30, 2014. H/T Dataroma  Dear Shareholder, During the year ending June 30, 2014, the S&P 500 (INDEXSP:.INX) and the Russell 2500 (INDEXRUSSELL:R25I) (small and medium sized companies) returned over 24.6% […]