Meridian Contrarian Fund

Bottom-up contrarian equity strategy focused on attractively valued, out-of-favor companies where company-specific operational improvements can drive long-term upside.12 published ideas

The Meridian Contrarian Fund seeks opportunities in companies facing temporary operational, cyclical or investor-sentiment challenges. Its research process focuses on identifying misunderstood assets and internal catalysts that can improve business performance and unlock value largely independently of macroeconomic conditions.

www.arrowmarkpartners.com/meridian ↗

Ideas from Meridian Contrarian Fund

LongBBJun 2026

BlackBerry Limited

Meridian believes BlackBerry's QNX embedded operating system is a significantly underappreciated asset with broad adoption across automotive, industrial and medical applications…

All BB ideas

LongCEVAJun 2026

CEVA Inc.

CEVA licenses processor designs and software for connectivity and neural-processing markets, with exposure to Wi-Fi, Bluetooth, 5G, edge AI and robotics. Meridian identified the…

All CEVA ideas

LongPDFSJun 2026

PDF Solutions Inc.

PDF Solutions provides semiconductor manufacturing analytics through software, hardware and services that help customers improve yields and reduce development costs. Meridian…

All PDFS ideas

LongCRCJun 2026

California Resources Corp.

California Resources combines conventional California oil and gas production with additional assets including real estate and a developing carbon-management business. Meridian…

All CRC ideas

LongTRMBJun 2026

Trimble Inc.

Trimble provides positioning, modeling and data-analytics tools that digitize and automate workflows in construction, agriculture, transportation and geospatial markets. Meridian…

All TRMB ideas

LongCACIJun 2026

CACI International Inc.

CACI provides mission-critical information technology and defense capabilities to the U.S. government, which accounts for nearly all of its revenue. Meridian has owned the…

All CACI ideas