The Growth Strategy Company
Carefully Curated Portfolios of Growth Companies Without Benchmark, Sector, or Industry Restrictions
MERLIN ASSET MANAGEMENT
Merlin Asset Management develops and manages modern institutional-style investment portfolios. The Merlin Growth Strategy invests in what we believe are the most attractive, fast-growing, high-quality companies, targeting 10-15% annualized returns over an economic cycle.
To achieve that goal, we apply Merlin's Investment Process (Merlin IP) across the capitalization spectrum to create a series of Merlin Portfolios with a range of capitalization and risk-return characteristics. Merlin Asset Management's Portfolios consist of carefully curated Small Cap Growth, SMID Cap Growth, and Large Cap Growth companies with shares traded on the US exchanges. Merlin Portfolios are characterized by high conviction, high active share, and low turnover.
Merlin Asset Management's Growth Strategy Portfolios frequently rank among top-performing growth equity strategies in institutional investment manager databases. We offer Merlin Portfolios as Separately Managed Accounts (SMA), sub-advisory or white-label products.
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Institutional consultants and investors can access Merlin Growth Strategy Portfolios on Callan Associates Inc., eVestment, Informa Investment Solutions, and Morningstar separate accounts databases. Individual and retail investors can access and view Merlin's Form CRS (ADV Part 3 Relationship Summary).
WHY MERLIN ASSET MANAGEMENT?
1
Merlin
Investment
Process
6
Merlin
Growth
Portfolios
10
Years GIPS Track Record
15
Years Investment History
20
Years Investment Experience
30
Years Professional Experience
HIGH CONVICTION DISCIPLINED PROPRIETARY RESEARCH
HIGH ACTIVE SHARE BENCHMARK AGNOSTIC PORTFOLIOS
SMALL CAP, SMID cap and large
cap growth
PORTFOLIOS
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
GROWTH STRATEGY PORTFOLIOS
Merlin Asset Management develops and manages Merlin Growth Strategy Portfolios focused on selecting what we believe are the best Small Cap Growth, SMID Cap Growth, and Large Cap Growth companies with shares traded on 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.
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Merlin's Growth Strategy Portfolios are high conviction, high active share, and low annualized position turnover investment strategies. Institutional investment manager databases ranked Merlin Asset Management's Growth Strategy Portfolios among the top-performing growth equity strategies in 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023.​
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Merlin's Growth Portfolios are offered as Separately Managed Accounts (SMA) and are available on a sub-advisory or white-label basis. Merlin's primary Growth Portfolios include (click on the image to open the Fact Sheet):
The Merlin SMID Cap Growth MSMID50 Portfolio identifies the 50 most attractive SMID-cap growth companies regardless of industry or sector. Merlin's Investment Process (IP) is a comprehensive multivariate approach combining bottom-up, thematic top-down, and quantitative evaluation. Merlin's structured investment process minimizes cognitive biases and selects high-conviction stocks with a 3–5-year outlook and low turnover. 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. Merlin's IP 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. Holdings become potential sell candidates if they no longer pass Merlin's multivariate stock selection process.
The Merlin Focus SMID Cap Growth MSMID25 Portfolio identifies the 25 most attractive SMID-cap growth stocks regardless of industry or sector, selected based on the strength of their multidimensional long-term historical relationships. Merlin’s Investment Process (IP) is a comprehensive multivariate approach combining bottom-up, thematic top-down, and quantitative evaluation. Merlin’s structured investment process minimizes cognitive biases and selects high-conviction stocks with a 3–5-year outlook and low turnover. 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. Merlin’s IP is driven by individual stock selection. All holdings are initially equally weighted and are periodically rebalanced to equal weights. The sell discipline mirrors the buy process. Holdings become potential sell candidates if they no longer pass Merlin’s multivariate stock selection process.
The Merlin Focused Growth MO25M Portfolio identifies the 25 most attractive large-cap growth stocks regardless of industry or sector. Merlin’s Investment Process (IP) is a comprehensive multivariate approach combining bottom-up, thematic top-down, and quantitative evaluation. Merlin’s structured investment process minimizes cognitive biases and selects high-conviction stocks with a 3-5-year outlook and low turnover. 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. Merlin’s IP 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. Holdings become potential sell candidates if they no longer pass the comprehensive multivariate stock selection process.
The Merlin Dynamic Growth MO25V Portfolio identifies the 25 most attractive large-cap growth stocks regardless of industry or sector. Merlin’s Investment Process (IP) is a comprehensive multivariate approach combining bottom-up, thematic top-down, and quantitative evaluation. Merlin’s structured investment process minimizes cognitive biases and selects high-conviction stocks with a 3-5-year outlook and low turnover. 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. Merlin’s IP 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. Holdings become potential sell candidates if they no longer pass the comprehensive multivariate stock selection process.
The Merlin Large Cap Growth MO50 Portfolio identifies the 50 most attractive large-cap growth stocks regardless of industry or sector. Merlin’s Investment Process (IP) is a comprehensive multivariate approach combining bottom-up, thematic top-down, and quantitative evaluation. Merlin’s structured investment process minimizes cognitive biases and selects high-conviction stocks with a 3-5-year outlook and low turnover. 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. Merlin’s IP 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. Holdings become potential sell candidates if they no longer pass the comprehensive multivariate stock selection process.
INVESTMENT PROFESSIONALS
Dr. Michael Obuchowski founded Merlin Asset Management (MAM) to develop and manage innovative modern institutional investment strategies. During the last twenty years, he has developed a range of Large Cap Growth, SMID Cap Growth, and Small Cap Growth equity investment strategies, with GIPS performance track record starting in the second half of 2012.
Since moving to finance in 2002, Dr. Obuchowski has developed extensive relationships with the financial news industry. He appeared on ARD German TV, Bloomberg Radio, Bloomberg Television, Business News Network, CBS MarketWatch, CCTV, CNBC, Fox Business Channel, Hong Kong's Phoenix TV, and Wall Street Week and has been profiled and cited in many trade publications and newspapers. He is a member of the American Finance Association, the CFA Institute, the CFA Society of Boston, and the CFA Society Providence.
Prior to moving to finance, Dr. Obuchowski was an Assistant Professor of Psychiatry at the Albert Einstein College of Medicine in New York, Chief of the Psychophysiology Unit at the Psychiatry Research Division at Hillside Hospital, and Associate Director of the Prevention and Recognition Program at Schneider Children's Hospital in Glen Oaks. He was the recipient of many awards, including the Young Investigator Award from NARSAD and the Young Scientist Award from the Winter Workshop on Schizophrenia Research. He also received a National Interest Waiver for Aliens of Exceptional Ability in Sciences, Arts of Business from the Immigration and Naturalization Service.
Dr. Obuchowski earned his Ph.D. in Clinical Psychology from the New School for Social Research in New York and completed his internship in Clinical Neuropsychology at Columbia University and the Presbyterian Hospital, the University Hospital of Columbia University College of Physicians and Surgeons. A competitive sailor, he is a member of the Gamla Stans Yacht Sällskap, the New York Yacht Club, the Royal Northern & Clyde Yacht Club, and the Seawanhaka Corinthian Yacht Club.
BEST IDEAS GROWTH COMPANIES WITHOUT BENCHMARK, SECTOR OR INDUSTRY RESTRICTIONS
CONTACT US
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+1 617-366-2650 info@merlinam.com
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