Fund Currently Managed
Meridian Value Fund (MVALX), co-manager since January 2004
Investment Style Overview
Follows a bottom-up value strategy to invest in stocks companies likely to rebound from difficult situations. Invests in stocks with market capitalizations of $600 million to $20 billion. Likes to invest before earnings start to improve.
Key Stock Selection Criteria
*Experiences cyclical downturn.
*Disappointing quarter, but problems can be fixed.
Key Sell Criteria
*Stock reaches full potential.
*Investment premise doesn’t succeed.
Jamie England is a co-manager at Aster Investment Management, which he joined in August 2001. Previously, England was an analyst at The Seidler Cos. A chartered financial analyst, England holds an undergraduate degree in commerce from McGill University and a master’s degree in business administration from the University of Western Ontario.