Meridian Contrarian Fund Reports Q4 2025 Performance
Meridian Funds, managed by ArrowMark Partners, released its Meridian Contrarian Fund fourth-quarter 2025 investor letter on January 29, 2026, reporting a 2.18% net return. The fund slightly underperformed the Russell 2500 (2.22%) and Russell 2500 Value (3.15%), named American Superconductor (AMSC) as a leading detractor, and cited October Fed easing and strong AI-related earnings as quarter drivers. ArrowMark said it remains focused on its systematic investment process while monitoring Fed leadership and AI valuation sustainability into 2026.
Scoring Rationale
Fund letter provides credible, actionable portfolio signals but is limited to one fund with modest broader market impact.
Practice interview problems based on real data
1,500+ SQL & Python problems across 15 industry datasets — the exact type of data you work with.
Try 250 free problems
