Merlin Asset Management
Merlin Asset Management builds concentrated, high-conviction portfolios of the world’s most innovative growth companies.
Our approach is different by design, born from our founder’s unique journey from clinical psychology to finance. We blend a rigorous, data-driven investment process with insights from neuroscience to mitigate the cognitive biases that often hinder performance and to identify opportunities others may miss.
The result is a suite of benchmark-agnostic, low-turnover strategies built to deliver superior, long-term returns.
High-Conviction Investing: Focused portfolios of our very best ideas.
A Process Informed by Psychology: A structured, repeatable methodology designed to promote rational decision-making.
Proven Performance: Consistently top-ranked by institutional databases.
High Conviction Concentrated Growth Strategy Portfolios
Merlin Focused Growth MO25M
Investment Strategy: A concentrated and benchmark-agnostic portfolio of 25 high-conviction, large-cap growth stocks selected from the most attractive industries and sectors.
Learn More
Merlin Focus SMID Cap Growth MSMID25
Investment Strategy: A concentrated and benchmark-agnostic portfolio of 25 high-conviction, SMID-cap growth stocks selected from the most attractive industries and sectors.
Learn More
The Merlin Focus Small Cap Growth MSPECT25
Investment Strategy: A concentrated and benchmark-agnostic portfolio of 25 high-conviction, small-cap growth stocks selected from the most attractive industries and sectors.
Learn More
Merlin Focused Growth MO25M
Investment Strategy: A concentrated and benchmark-agnostic portfolio of 25 high-conviction, large-cap growth stocks selected from the most attractive industries and sectors.
Learn More
Merlin Focus SMID Cap Growth MSMID25
Investment Strategy: A concentrated and benchmark-agnostic portfolio of 25 high-conviction, SMID-cap growth stocks selected from the most attractive industries and sectors.
Learn More
The Merlin Focus Small Cap Growth MSPECT25
Investment Strategy: A concentrated and benchmark-agnostic portfolio of 25 high-conviction, small-cap growth stocks selected from the most attractive industries and sectors.
Learn More
Merlin Focused Growth MO25M
Investment Strategy: A concentrated and benchmark-agnostic portfolio of 25 high-conviction, large-cap growth stocks selected from the most attractive industries and sectors.
Learn More
Merlin Focus SMID Cap Growth MSMID25
Investment Strategy: A concentrated and benchmark-agnostic portfolio of 25 high-conviction, SMID-cap growth stocks selected from the most attractive industries and sectors.
Learn More
The Merlin Focus Small Cap Growth MSPECT25
Investment Strategy: A concentrated and benchmark-agnostic portfolio of 25 high-conviction, small-cap growth stocks selected from the most attractive industries and sectors.
Learn More
