Meridian Hedged Equity Fund

Long-biased fundamental equity strategy combining holdings in high-quality companies with opportunistic covered-call writing to generate income and reduce downside risk.12 published ideas

The Meridian Hedged Equity Fund seeks long-term capital growth while attempting to limit portfolio volatility and losses during market downturns. It focuses on businesses with attractive valuations, durable competitive advantages, strong balance sheets and robust cash flow, while selectively writing covered calls against holdings.

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Ideas from Meridian Hedged Equity Fund

LongMGMJun 2026

MGM Resorts International

MGM combines a diversified portfolio of destination resorts with significant digital exposure through BetMGM and additional international growth opportunities. The fund…

All MGM ideas

LongGFSJun 2026

GlobalFoundries Inc.

GlobalFoundries provides geographically diversified semiconductor manufacturing capacity across the U.S., Europe and Singapore, with exposure to automotive, industrial and…

All GFS ideas

LongACVAJun 2026

ACV Auctions Inc.

ACV operates a technology-enabled dealer-to-dealer marketplace for used vehicles, using data and inspection services to improve transparency and transaction efficiency. The…

All ACVA ideas

LongICEJun 2026

Intercontinental Exchange Inc.

Intercontinental Exchange operates a diversified portfolio of exchanges, clearing houses, market-data businesses and mortgage technology platforms across several major asset…

All ICE ideas

LongAURJun 2026

Aurora Innovation Inc.

Aurora is developing the Aurora Driver autonomous-driving system and intends to commercialize autonomous trucking through a Driver as a Service model. The company achieved…

All AUR ideas

LongCVXJun 2026

Chevron Corp.

Chevron remains a large integrated energy company with upstream, refining and chemicals operations and substantial global reserves. Although the stock was pressured by the…

All CVX ideas