Aster Investment Management, Inc.
60 East Sir Francis Drake Blvd.
Larkspur, CA 94939
Jamie England and James O'Connor serve as Co-Portfolio Managers of the Meridian Value Fund. Together, they have a combined total of over 18 years experience working on the Meridian Value Fund.
Formal education included an undergraduate degree in commerce from McGill University and a master's degree in business administration from the Ivey School of Business at the University of Western Ontario. Mr. England is also a CFA charter holder. Mr. England worked for three years at The Seidler Companies, a Los Angeles-based regional brokerage firm, initially as a research associate and then as an analyst covering the consumer and retail sectors. While pursuing his master's degree, Mr. England worked in the equity sales and trading department at Goldman, Sachs & Co. in New York. Following business school and immediately prior to joining Aster Investment Management, Mr. England spent two years at Toronto Dominion Securities as an equity derivatives trader. James H. England, Jr. joined Aster Investment Management in August, 2001.
Formal education includes an undergraduate degree in rhetoric from UC Berkeley and a master's degree in business administration from the Marshall School of Business at the University of Southern California. Mr. O’Conner is also a CFA charter holder. Prior to the Meridian Fund, Mr. O'Connor worked as an examiner at NASD Regulation in San Francisco for two years, then as a compliance associate at Thomas Weisel Partners in San Francisco for a year. Following business school, Mr. O'Connor worked at RBC Dain Rauscher covering electronic manufacturing services stocks in the firm's equity research department in San Francisco. Mr. O'Connor joined Aster Investment Management in January, 2004.