Investment Performance

Consistent returns across market cycles, generated through disciplined investing and active portfolio management.

Fund Performance Summary

Fund
Vintage
Committed Capital
Net IRR
MOIC
MERIDIAN PE Fund VII
2022
$3.2B
+14.2%
1.24x
MERIDIAN PE Fund VI
2018
$2.8B
+22.4%
2.14x
MERIDIAN Credit Fund III
2020
$1.8B
+11.8%
1.52x
MERIDIAN Infrastructure II
2019
$2.4B
+9.4%
1.38x
MERIDIAN PE Fund V
2014
$1.9B
+28.7%
2.87x

Historical Returns

YTD 2024
+18.9%
vs. +12.4% S&P 500
1-Year Return
+24.2%
vs. +15.8% Benchmark
3-Year Ann. Return
+21.4%
vs. +10.2% Benchmark
10-Year Ann. Return
+26.4%
vs. +14.1% Benchmark