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Meridiem Investment Management Limited
Caroline Stokell · Asset Manager · Multi-Strategy
Meridiem Investment Management Limited, now known as Navera Investment Management, is a London-based independent investment firm specializing in discretionary wealth management. Originally established in 1993 as Veritas Investment Partners, the firm rebranded to Meridiem in 2024 and subsequently to Navera in 2025. The institution serves private clients, trusts, and charities, managing over £7.8 billion in assets. It is employee-owned, fostering a culture of long-term partnership and stewardship. The firm is recognized for its disciplined approach to investing in high-quality global businesses with predictable characteristics and strong sustainable competitive advantages.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -0.8% |
| YTD return | -3.0% |
| Sharpe ratio | -0.73 |
| Win rate | 36% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://naverainvestment.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AMZN | Amazon.com Inc | 8.0% | +11.5% |
| MA | Mastercard Inc | 7.9% | -0.4% |
| MRSH | Marsh & McLennan Companies, Inc. | 6.8% | -4.0% |
| LH | Laboratory Corporation of America Holdings | 6.6% | +15.8% |
| GOOGL | Alphabet Inc Class A | 6.6% | +42.8% |
| MSFT | Microsoft Corporation | 6.1% | -3.7% |
| CDNS | Cadence Design Systems Inc | 5.7% | -19.3% |
| APH | Amphenol Corporation | 5.6% | +24.7% |
| TMO | Thermo Fisher Scientific Inc | 5.3% | +22.7% |
| EXPGY | Experian plc PK | 4.9% | 0.0% |
| AME | Ametek Inc | 4.4% | +21.1% |
| CMPGY | Compass Group PLC ADR | 4.1% | 0.0% |
| ADP | Automatic Data Processing Inc | 3.9% | -3.9% |
| ISRG | Intuitive Surgical Inc | 3.7% | -10.2% |
| TSM | Taiwan Semiconductor Manufacturing | 3.7% | -0.9% |
| BR | Broadridge Financial Solutions Inc | 3.5% | -27.6% |
| KRYAY | Kerry Group PLC ADR | 3.4% | 0.0% |
| TSCO | Tractor Supply Company | 3.4% | -37.5% |
| INTU | Intuit Inc | 3.3% | -45.0% |
| ACN | Accenture plc | 3.1% | +9.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | SELL | TSCO | 3.5% → 3.4% |
| Aug 3, 2026 | BUY | MA | 7.5% → 7.9% |
| Aug 3, 2026 | BUY | INTU | 3.0% → 3.3% |
| Aug 3, 2026 | BUY | ADP | 3.7% → 3.9% |
| Aug 3, 2026 | BUY | KRYAY | 3.6% → 3.4% |
Investment Style Analysis
Meridiem Investment Management Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Application and Diagnostics & Research sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Meridiem Investment Management Limited made a significant move by reducing the position in TSCO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is rooted in 'real return' investing, which prioritizes the protection and growth of capital relative to inflation rather than market benchmarks. They employ an unconstrained, global strategy, typically maintaining a concentrated portfolio of 25 to 40 high-quality companies. Risk is defined as the potential for permanent capital loss rather than price volatility. The firm conducts deep fundamental research to identify businesses with durable competitive positions and predictable earnings. They maintain the flexibility to hold significant positions in cash or investment-grade bonds during periods when suitable equity opportunities are scarce or overvalued.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Meridiem Investment Management Limited.
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Frequently asked questions
How is the simulated portfolio for Meridiem Investment Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Meridiem Investment Management Limited's largest holding?
As of the latest filing, Meridiem Investment Management Limited's top position is Amazon.com Inc (AMZN), representing 8.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Meridiem Investment Management Limited's historical performance and risk profile?
Our simulation indicates a total return of -0.8% with a win rate of 36%. Notably, the portfolio maintains a Sharpe Ratio of -0.73, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Meridiem Investment Management Limited primarily invest in?
Meridiem Investment Management Limited has a strong preference for the Software - Application sector, which makes up 12.9% of their disclosed assets. The portfolio also has exposure to Diagnostics & Research, indicating a specific thematic focus.
Is Meridiem Investment Management Limited's portfolio concentrated or diversified?
Meridiem Investment Management Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 22.7% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Meridiem Investment Management Limited performed in 2026?
Our AI-simulated model portfolio for Meridiem Investment Management Limited tracks a Year-to-Date (YTD) return of -3.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Caroline Stokell manage Meridiem Investment Management Limited directly?
Yes, Caroline Stokell serves as the key portfolio manager for Meridiem Investment Management Limited, overseeing the investment strategy and final capital allocation decisions.