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Investment Team

Our portfolios are managed by seasoned investment professionals



Mark E. Eveans, CFA®, CIC

Principal, President and CIO

  • Founder of Meritage Portfolio Management in 1991
  • Lead portfolio manager of the Meritage Value Equity Fund and Meritage Yield-Focus Equity Fund
  • Over three decades of experience managing institutional and private portfolios
  • Past President of the Kansas City Society of Financial Analysts
  • Bachelor of Business Administration, Finance from Wichita State University, 1968
  • Master of Science, Finance from Wichita State University, 1970

 


Leonard C. Mitchell, CFA®
Principal, Senior Portfolio Manager

  • Lead portfolio manager of the Meritage Growth Equity Fund
  • Over three decades of investment experience
  • Joined Meritage in 1998
  • Previously served as Vice President, Senior Portfolio Manager for the Chase Investment Management Group, managing nearly $3 billion
  • Bachelor of Business Administration, Accounting from Texas Christian University, 1975
  • Master of Business Administration, Finance from Texas Christian University, 1978

James M. Klein, CFA®
Principal, Senior Portfolio
Manager


  • Founder of Meritage Portfolio Management in 1991
  • Member of the investment management team and supports the Meritage equity and fixed income strategies
  • Over two decades of investment experience
  • Bachelor of Science in Economics from The Wharton School, University of Pennsylvania, 1978
  • Master of Business Administration, Finance from the University of Chicago, 1980

 

Sharon L. Divine, CFA®
Principal, Director of Quantitative Research, Senior Portfolio Manager

  • Leads the quantitative aspects of the firm’s equity investment process
  • Over two decades of investment experience
  • Joined Meritage in 1993
  • Assists the portfolio managers of the Meritage Growth, Value and Yield-Focus Equity Funds
  • Bachelor of Administration, Computer Based Information Systems from the University of Missouri – Kansas City, 1988
  • Master of Business Administration, Finance from the University of Missouri – Kansas City, 1989


John M. Wallis, CFA®
Director of Qualitative Research


  • Leads the qualitative aspects of the firm’s equity investment process
  • Over two decades of investment experience
  • Joined Meritage in 2012
  • Assists the portfolio managers of the Meritage Growth, Value and Yield-Focus Equity Funds
  • Bachelor of Science, Justice Studies from Arizona State University, 1985
  • Master of Business Administration from Avila College, 1990


 


Clint W. Anderson, CFA®
Portfolio Manager


  • Assists the lead portfolio manager of the Meritage Yield-Focus Equity Fund
  • Joined Meritage in 2006
  • Bachelor of Business Administration, Finance from the University of Iowa, 1998

 


Corey J. Saathoff
Director of Equity Trading, Senior Portfolio Analyst

  • Leads the Adviser’s equity trading activity
  • Joined Meritage in 1997
  • Bachelor of Science, Electrical Engineering from Kansas State University, 1994
  • Master of Business Administration from Kansas State University, 1996

   


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7500 College Blvd., Suite 1212, Overland Park KS 66210, Tel 913-345-7000. © Meritage Funds. All rights reserved.

Past performance is no guarantee of future results. The investment return and principal value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Meritage Mutual Funds. This and other important information about the Funds is contained in the Prospectus, which can be obtained by calling Shareholder Services at (855) 261-0104. The Prospectus should be read carefully before investing.

Distributed by Unified Financial Securities, LLC. (Member, FINRA)