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.