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May 24, 2015 3:34 AM ET

Capital Markets

Company Overview of Meritas SRI Funds - Meritas U.S. Equity Fund

Company Overview

Meritas SRI Funds - Meritas U.S. Equity Fund is an open-ended equity mutual fund launched and managed by OceanRock Investments Inc. The fund is co-managed by ClearBridge Investments, LLC. It invests in public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in stocks of medium and large capitalization companies, having market capitalization above $200 million. The fund employs fundamental analysis and to create its portfolio. It seeks to invest in a socially conscious manner. The fund benchmarks the performance of its portfolio against the S&P 500 Total Return Index. Meritas SRI Funds - Meritas U.S...

Suite 1920

One Bentall Centre

505 Burrard Street

Box 85

Vancouver, BC V7X 1M6


Founded in 2001

Key Executives for Meritas SRI Funds - Meritas U.S. Equity Fund

Co-Portfolio Manager
Chairman, Chief Executive Officer, and Portfolio Manager
Age: 49
Compensation as of Fiscal Year 2014.

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