(May 11, 2017) - Glenn Stotts, Deputy CIO and Managing Director at Meritage Capital LLC, participated in a global macro event sponsored by CAIA Association, CME Group and Efficient Capital Management on May 9, 2017 in Austin, Texas. The event was attended by Texas-based institutional investors who actively allocate to hedge fund managers. Richard Fisher, former President & CEO of the Federal Reserve Bank of Dallas, provided a keynote presentation. Mr. Stotts then moderated a panel discussion with Scott Ramsey (President, Denali Asset Management), Jamie Charles (CIO, Greenwave Capital Management) and Michelle DiGruttolo (Senior Managing Director, Ankura Consulting Group). The interactive discussion focused on global monetary and fiscal policies, geopolitical dynamics, and current investment opportunities and risks.
(November 2, 2016) - Joe Wade, Meritage CIO, presented at the Talking Managed Futures & Global Macro Conference in Austin, TX on November 2. Joined by Meritage Director of Research, JR Martin, the two provided an overview of macro trading, including discretionary and systematic strategies and the risk/return role for macro in the larger portfolio context, and manager search & selection methods. The presentation also reviewed important macro allocation design considerations from an allocator’s perspective.
(November 3, 2016) - Joe Wade, CIO of Meritage Capital, LLC recently participated in a panel presentation on How to Take Advantage of Global Trends with Macro Strategies as part of the Managed Futures and Global Macro Strategies: Impact on Institutional Portfolios Series, hosted by the Texas Hedge Fund Association.
(January 14, 2015) - Glenn Stotts, Deputy CIO and Managing Director at Meritage Capital LLC, was selected to moderate a multi-manager panel discussion for J.P. Morgan’s Investor Education Series on January 14, 2015 in Austin, Texas. The event was attended by a select group of Texas-based institutional investors who actively allocate to hedge fund managers. The panel’s featured speakers included Franklin Parlamis (Partner and Head of U.S. Convertible Arbitrage, Pine River Capital Management), Jacob W. Doft (CEO and Portfolio Manager, Highline Capital Management), and Kevin Galligan (Managing Director, JANA Partners). The discussion focused on the investment outlook for 2015. Mr. Stotts highlighted, “Given the deep and diverse expertise of each of these managers in their respective strategies, we covered a lot of ground in an interactive format. Each of these managers has over a decade track record and has successfully navigated market cycles and produced strong risk-adjusted returns for investors. Given the increasing volatility across asset classes and complexity of the global macro framework heading into 2015, these managers were well-situated to address the investment opportunities and risks going forward.”
(August 25, 2014) - Kanaly Trust, LTA announced today that the firm has partnered with Meritage Capital in developing alternatives investment solutions to offer to the Kanaly HNW (high net worth) investors as part of their portfolio strategy. This is a joint effort between the two firms with Meritage acting as a sub-advisor.
(December 31, 2013) - We are pleased to announce the launch of Meritage’s first publicly traded mutual fund, which provides global macro hedge fund exposure in a daily liquidity format. For further information, please visit insigniafunds.com and contact Meritage at 512-637-9700 or via E-mail at firstname.lastname@example.org.