Meritage Capital, LLC (“Meritage” or the “Firm”) believes that a diversified portfolio of hedge fund investments should be a core holding in a well-managed portfolio. The original Meritage founders and managing members are the former CFO and Treasurer of Dell Inc., respectively, who launched the firm in 2003 to develop differentiated hedge fund solutions that they were unable to find in the market. In December 2012, the Firm merged with Centennial Partners, LLC, a Tennessee based firm.
Today the Firm is a SEC-registered investment adviser and CFTC-registered commodity pool operator and commodity trading adviser specializing in commingled strategies, custom portfolios, and liquid alternatives. The Firm is a team of twelve professionals with diverse buy-side, sell-side, senior corporate management and family office backgrounds. We leverage a deep knowledge and understanding of the global hedge fund universe, along with years of experience and expertise, to intelligently construct fund-of-funds portfolios where we invest alongside of our investors.
Our investors are typically qualified high net worth individuals, family offices, endowments, and foundations, as well as the wealth advisors that serve these investors. Our investors share our perspective that hedge funds should be a core portfolio holding, and believe Meritage is the best way to invest their hedge fund allocation.
The Meritage investment team’s investment experience combined with experience in the industry has allowed us to develop relationships and contacts that are sources in our research process of evaluating and analyzing managers.
Meritage is committed to a complete alignment of interests with our clients. Integrity, intellectual curiosity, transparency, and open communications are the framework of our Firm.
Trading and Risk Management Focus
Risk management is a focus of our Firm and is integrated into our investment process. We evaluate risk on both the manager level and the fund level before constructing our portfolios. Our investment team’s collective trading experience plays a large role in our approach to risk management.
Dynamic Asset Allocation
Our investment management approach focuses on absolute returns and on creating value through the portfolio construction process. By actively selecting and sizing various styles, such as global macro, long/short equity, event driven, and relative value, Meritage’s investment team seeks to increase diversification and reduce correlation.