The Growth Strategies Company

Carefully Curated Growth Companies Without Benchmark, Sector, or Industry Restrictions

 

MERLIN ASSET MANAGEMENT

Merlin Asset Management (MAM) develops and manages modern investment strategies. We specialize in equity investment strategies focused on investing in what we believe are the most attractive SMID and Large Cap growth companies with shares traded on the US exchanges.

 

Merlin Asset Management's investment strategies are characterized by high conviction, high active share, and low turnover. Merlin Asset Management's investment strategies are frequently ranked among top-performing growth equity strategies in institutional investment manager databases. Merlin Asset Management is also a sub-advisor to a Registered Investment Company. Merlin's investment strategies are offered as Separately Managed Accounts (SMA) and are available as sub-advisory or white label products. 

Institutional consultants and investors can access Merlin investment strategies' information on Callan Associates Inc., eVestment, Informa Investment Solutions, Mercer Global Investment Manager Database and Morningstar separate accounts databases. Individual/retail investors can access and view Merlin's Form CRS (Part 3 Relationship Summary)

WHY MERLIN ASSET MANAGEMENT?

 

1

Proven

Investment

Process

6

Matching

Investment

Strategies

8+

Years GIPS Track Record

12

Years Investment History

20

Years Investment Experience

30

Years Professional Experience

2016 Best Money Manager Rankings
2017 Best Money Managers Rankings
2018 Best Money Manager Rankings
2019 Best Money Managers Rankings
2020 Best Money Managers Rankings
HIGH CONVICTION DISCIPLINED PROPRIETARY RESEARCH
HIGH ACTIVE SHARE BENCHMARK AGNOSTIC PORTFOLIOS
SMID cap and large
cap growth
strategies
REPEATEABLE STRUCTURED  INVESTMENT PROCESS
Available as sMAs, Subadvised or white label strategies
INDIVIDUAL STOCK SELECTION WITH NO BENCHMARK OR SECTOR RESTRICTIONS
PROVEN COMPREHENSIVE MULTIVARIATE APPROACH
LOW TURNOVER
FOCUSED 
INVESTMENT STRATEGIES
TOP RANKINGS FROM INSTITUTIONAL DATABASES
 

INVESTMENT STRATEGIES

Merlin Asset Management (MAM) develops and manages a family of investment strategies focused on selecting what we believe are the best SMID and Large Cap growth companies with shares traded on the US exchanges.

Consistent with the focus on selecting the most attractive companies, there are no sector or industry restrictions. All positions are either equally weighted (and periodically rebalanced back to equal weight) regardless of their benchmark weight or utilize Merlin's proprietary risk-managed position weights.

 

Merlin investment strategies are high conviction, high active share, and low annualized position turnover investment strategies. Institutional investment manager databases ranked Merlin Asset Management's investment strategies among top-performing growth equity strategies in 2015, 2016, 2017, 2018, 2019, 2020, and 2021.

Merlin's investment strategies are offered as Separately Managed Accounts (SMA) and are available on a sub-advisory or white label basis. Merlin's primary investment strategies include (click on the image to open the Fact Sheet):

Merlin Large Cap Growth MO50 Fact Sheet

Merlin Large Cap Growth (MO50)

The Merlin Large Cap Growth MO50 Strategy identifies the 50 most attractive large-cap growth stocks regardless of industry or sector. Merlin’s structured investment process minimizes cognitive biases and selects high conviction stocks with a 3-5 year outlook and low turnover. Merlin’s investment process is a comprehensive multivariate approach combining bottom-up, thematic top-down, and quantitative evaluation. High-quality companies that pass this repeatable selection process have significant profitability and earnings growth opportunities, sustainable competitive advantages, and trade at what we believe are reasonable valuations relative to their expected earnings growth. The strategy is driven by individual stock selection. All holdings are initially equally weighted and are periodically rebalanced back to equal weights. Our sell discipline mirrors the buy process. Stocks become potential sell candidates if they no longer pass the comprehensive multivariate stock selection process.

Merlin SMID Cap Growth MSMID50 Fact Shee

Merlin SMID Cap Growth (MSMID50)

The Merlin SMID Cap Growth MSMID50 Strategy identifies the 50 most attractive SMID-cap growth stocks regardless of industry or sector. Merlin’s structured investment process minimizes cognitive biases and selects high conviction stocks with a 3-5 year outlook and low turnover. Merlin’s investment process is a comprehensive multivariate approach combining bottom-up, thematic top-down, and quantitative evaluation. High-quality companies that pass this repeatable selection process have significant profitability and earnings growth opportunities, sustainable competitive advantages, and trade at what we believe are reasonable valuations relative to their expected earnings growth. The strategy is driven by individual stock selection. All holdings are initially equally weighted and are periodically rebalanced back to equal weights. Our sell discipline mirrors the buy process. Stocks become potential sell candidates if they no longer pass the comprehensive multivariate stock selection process.

Merlin Focused Growth MO25M Fact Sheet_P

Merlin Focused Growth (MO25M)

The Merlin Focused Growth MO25M Strategy identifies the 25 most attractive large-cap growth stocks regardless of industry or sector. Merlin’s structured investment process minimizes cognitive biases and selects high conviction stocks with a 3-5 year outlook and low turnover. Merlin’s investment process is a comprehensive multivariate approach combining bottom-up, thematic top-down, and quantitative evaluation. High-quality companies that pass this repeatable selection process have significant profitability and earnings growth opportunities, sustainable competitive advantages, and trade at what we believe are reasonable valuations relative to their expected earnings growth. The strategy is driven by individual stock selection and utilizes proprietary statistical analysis of multivariate historical correlations as an additional selection layer. All holdings are initially equally weighted and are periodically rebalanced back to equal weights. Our sell discipline mirrors the buy process. Stocks become potential sell candidates if they no longer pass the comprehensive multivariate stock selection process.

Merlin Dynamic Growth MO25V Fact Sheet_P

Merlin Dynamic Growth (MO25V)

The Merlin Dynamic Growth MO25V Strategy identifies the 25 most attractive large-cap growth stocks regardless of industry or sector. Merlin’s structured investment process minimizes cognitive biases and selects high conviction stocks with a 3-5 year outlook and low turnover. Merlin’s investment process is a comprehensive multivariate approach combining bottom-up, thematic top-down, and quantitative evaluation. High-quality companies that pass this repeatable selection process have significant profitability and earnings growth opportunities, sustainable competitive advantages, and trade at what we believe are attractive valuations relative to their expected earnings growth. The strategy is driven by individual stock selection and utilizes expected PEG ratio-based valuation as an additional selection layer. All holdings are initially equally weighted and are periodically rebalanced back to equal weights. Our sell discipline mirrors the buy process. Stocks become potential sell candidates if they no longer pass the comprehensive multivariate stock selection process.

 

INVESTMENT PROFESSIONALS

Michael Obuchowski PhD Merlin Asset Mana

Dr. Michael Obuchowski founded Merlin Asset Management (MAM) to develop and manage innovative modern institutional investment strategies. During the last fifteen years, he has developed a range of large-cap growth and SMID cap growth equity investment strategies, with GIPS performance track record starting in the second half of 2012. 

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BEST IDEAS GROWTH COMPANIES WITHOUT BENCHMARK, SECTOR OR INDUSTRY RESTRICTIONS

 CONTACT US

For any inquiries, please call or email us:

+1 617-366-2650      info@merlinam.com

our address

One Boston Place, Suite 2600

Boston, MA 02108

info@merlinam.com

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