A Legacy of Performance
In the world of finance, results are the ultimate measure of success. Our history is not one of speculation, but of disciplined strategy and meticulous execution, delivering superior, risk-adjusted returns for our clients.
Performance by the Numbers
Assets Under Management
Cumulative Return (Global Innovators Fund, Since Inception)
Client Retention Rate (5-Year Average)
Sharpe Ratio (Firm-wide, 5-Year Average)
In-Depth Fund Performance
Achieving Exponential Growth
The Global Innovators Fund has consistently outperformed its benchmark by identifying and investing early in companies that are fundamentally changing our world. Our thesis-driven approach allows us to look beyond quarterly earnings and focus on long-term secular trends. The fund's success is a direct result of our deep domain expertise in technology and life sciences, combined with a disciplined approach to valuation. We remain confident in the fund's positioning to capture the next wave of global innovation.
- YTD Return: +14.2%
- 3-Year Annualized: +18.5%
- 5-Year Annualized: +22.1%
Navigating Rates with Prudence
In a complex interest rate environment, the Meridian Fixed Income Fund has successfully delivered on its dual mandate of capital preservation and income generation. Through active duration management and rigorous credit analysis, we have protected our clients from the volatility that has impacted passive bond strategies. Our focus on high-quality, investment-grade securities provides a stable anchor for a well-diversified portfolio, delivering consistent and predictable returns.
- YTD Return: +3.8%
- 3-Year Annualized: +4.5%
- 5-Year Annualized: +4.9%
Value Meets Values
The Apex Sustainable Leaders Fund demonstrates that strong ESG practices are a powerful indicator of operational excellence and long-term resilience. The fund has delivered compelling returns by investing in companies that are not only making a positive impact but are also leading their industries in innovation and efficiency. This strategy has proven to be less volatile during market downturns, showcasing the inherent risk-mitigation benefits of a sustainable investment approach.
- YTD Return: +11.5%
- 3-Year Annualized: +15.8%
- 5-Year Annualized: +19.3%
Our Strategy in Action
The Ascent of 'Innovate Corp'
Challenge: A private SaaS company needed capital to scale internationally but was wary of dilutive venture capital rounds.
Action: We led a Series C investment, providing strategic guidance, securing key partnerships, and helping recruit a seasoned CFO.
Result: 'Innovate Corp' successfully IPO'd, achieving a market capitalization over 5x our initial investment valuation.
Powering 'Helios Renewables'
Challenge: An operator of utility-scale solar farms sought to finance a major expansion but faced skepticism from traditional lenders.
Action: We structured a unique green bond offering, locking in favorable terms and enhancing their ESG reporting to broaden investor appeal.
Result: Helios completed its expansion ahead of schedule, becoming a top regional producer and displacing over 500k metric tons of CO2 annually.
Protecting Capital Through Volatility
Our disciplined approach to risk is most evident when markets are tested.
Industry Accolades
Innovator of the Year (2024)
Awarded by Global Finance Monthly for the development of our proprietary 'QuantumLeap' analytics platform.
Top Impact Portfolio (2025)
Recognized by ESG Investor Weekly for the Apex Sustainable Leaders Fund's exceptional dual-return performance.
Top 10 Global Wealth Manager (2023)
Named among the top global wealth managers for our outstanding client service and consistent performance.
"Their risk management is second to none. During periods of market stress, their team is proactive, communicative, and their strategies have consistently protected our capital on the downside. It was the best decision we've made."
Navigating the '2023 Market Correction'
During the market-wide correction, our composite portfolio demonstrated remarkable resilience, experiencing nearly half the drawdown of the global benchmark index. This outperformance is a direct result of our multi-layered risk framework, our emphasis on quality assets, and our active hedging strategies.