High Conviction
Concentrated positions in opportunities where research provides meaningful edge and structural advantages are clear.
Meridian focuses on high-conviction capital allocation across global opportunities. Operating within the Credence One portfolio, we deploy capital strategically across public markets, private opportunities, and selective technology infrastructure.
Our approach combines rigorous fundamental analysis with patient capital deployment. We seek asymmetric opportunities where deep research, disciplined risk management, and long-term thinking create sustainable advantages.
Every position is built on conviction. Every allocation is measured against alternatives. Every decision prioritizes capital preservation and long-term compound returns over short-term noise.
Concentrated positions in opportunities where research provides meaningful edge and structural advantages are clear.
Flexible capital deployment across public equities, private opportunities, and technology-driven infrastructure.
Patient capital with multi-year time horizons. Optimized for compound returns, not quarterly performance.
Systematic position sizing, scenario analysis, and downside protection integrated into every allocation decision.
High-quality businesses with sustainable competitive advantages, strong management teams, and durable economics.
Direct investments and selective fund commitments in private markets where relationships and access create opportunity.
Strategic investments in foundational technology platforms driving long-term structural change across industries.
This channel is reserved for institutional-grade investors and aligned capital partners.