Meditron Fundamental Value/Growth Fund: Meditron Asset Management
The Meditron Fundamental Value/Growth Fund defies simple classification, even in the often nebulous world of hedge funds. The portfolio is at first glance uncomplicated, even conservative. Dig a little deeper and it reveals a multitude of intricacies and nuances.
The Meditron Fundamental Value/Growth Fund aims to generate absolute returns for investors by employing a long/short strategy.
Walter Gerasimowicz, chairman and CEO of Meditron Asset Management and the portfolio manager of the fund, describes himself as a “fundamentals-based investor”. His approach to investing begins with a bottom-up analysis of the 10,000-plus companies in Meditron’s investment database.
Gerasimowicz identifies undervalued companies through rigorous analysis of their financial
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