What Gives Curtiss-Wright Corp. (CW) a Strategic Position in Geopolitical Tension?

What Gives Curtiss-Wright Corp. (CW) a Strategic Position in Geopolitical Tension? Soumya Eswaran Mon, May 25, 2026 at 7:34 PM GMT+7 3 min read CW Meridian Funds, managed by Arrow Mark Partners, released its first-quarter 2026 investor letter for “Meridian Growth Fund”. A copy of the letter can be downloaded here. The US equity market started 2026 with elevated volatility amid trade policy uncertainty and geopolitical risks. Initial optimism from domestic company confidence and the Federal Reserve easing waned following increased tariffs and military strikes against Iran. The value outperformed across the entire market-cap spectrum. Against this backdrop, the Meridian Growth Fund (the “Fund”) returned -7.90%, trailing the Russell 2500 Growth Index benchmark, which returned -3.52%. The underperformance was driven by industry allocation effects, while stock selection was a meaningful positive contributor. In addition, please check the Fund’s top five holdings to know its best picks in 2026.

In its first-quarter 2026 investor letter, Meridian Growth Fund highlighted stocks like Curtiss-Wright Corporation (NYSE:CW). Curtiss-Wright Corporation (NYSE:CW) is a leading engineering and manufacturing company serving aerospace and defense, commercial nuclear power, process, and industrial markets. On May 22, 2026, Curtiss-Wright Corporation (NYSE:CW) closed at $731.24 per share. One-month return of Curtiss-Wright Corporation (NYSE:CW) was 1.96%, and its shares gained 70.67% over the past 52 weeks. Curtiss-Wright Corporation (NYSE:CW) has a market capitalization of $27.01 billion.

Meridian Growth Fund stated the following regarding Curtiss-Wright Corporation (NYSE:CW) in its Q1 2026 investor letter: