Meridian Contrarian Fund
MFCCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 111 Huntington Avenue Boston MA United States of America 02199
- IPO Date
- Jul 8, 2015
- CIK
- 0000798244
- Website
- arrowmarkpartners.com
- Similar Companies
- Business
- Meridian Contrarian Fund (MFCCX) is a mutual fund managed by Arrowstreet Capital, LP, employing a contrarian investment strategy that seeks long-term capital appreciation by investing primarily in undervalued U.S. equities across various market capitalizations. The fund offers shares through retail investor classes including Investor A (MFCIX), Investor C (MFMIX), and No Load (MFCCX); it focuses on common stocks, preferred stocks, and convertible securities of domestic issuers, with up to 20% allocation to foreign securities and derivatives for hedging or efficient portfolio management. Target markets include individual investors, financial advisors, and institutional clients seeking growth-oriented, value-driven portfolios with a benchmark against the Russell 3000 Index. Headquartered in Boston, Massachusetts, the fund operates under the management of Arrowstreet Capital since its inception in 2006, with no direct parent company but affiliation through distribution by Quincy Cass Associates. Core services encompass active portfolio management emphasizing bottom-up stock selection based on proprietary quantitative models assessing mispricings; risk management through diversification across sectors like technology, healthcare, consumer discretionary, and industrials; and shareholder services including daily liquidity and tax-efficient strategies. Recent developments include a strategic sub-advisory transition in 2022 where Arrowstreet Capital assumed management responsibilities from Aston Asset Management, enhancing quantitative capabilities; performance improvements in 2024-2025 driven by contrarian bets on cyclical sectors amid market volatility; and expanded distribution partnerships with platforms like Schwab and Fidelity to broaden retail access. No significant acquisitions, funding rounds, or name changes reported in the last two years, though the fund adjusted holdings toward small-cap value stocks following Federal Reserve rate cuts in late 2024. Geographic operations remain U.S.-centric with minor international exposure.