One Boston Place, Suite 2600, Boston, MA 02108

info@merlinam.com  |   617-366-2650

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© 2019 by Merlin Capital LLC dba Merlin Asset Management. Advisory services offered through Merlin Asset Management, an SEC Registered Investment Advisor. SEC registration does not imply a certain level of skill or training.

The Best Growth Companies Without Benchmark, Sector, or Industry Restrictions

Merlin Asset Management Ranked Among Top 20 U.S. Large Cap Growth Equity Managers in Broadridge Best Money Managers Powered by Lipper
Boston, May 14, 2019. Merlin Large Cap Growth Equity (MO50) has been recognized as the 20th best money manager (out of 176 managers) by Broadridge Best Money Managers powered by Lipper in the U.S. Large Cap Growth Equity category for the last 12 quarters ending 3/31/2019. Merlin’s Large Cap Growth Equity (MO50) strategy was also ranked 22nd out of 496 managers for 12 quarters ending 3/31/2019 in the U.S. Large Cap Equity category. Broadridge Best Money Managers is a comprehensive survey of institutional money managers. 
 

MERLIN ASSET MANAGEMENT

Merlin Asset Management (MAM) develops and manages modern investment strategies. We specialize in equity investment strategies focused on investing in the best US listed growth companies. Merlin Asset Management's growth equity strategies are benchmark agnostic and are characterized by high conviction, high active share and low turnover. Merlin's investment strategies are offered as Separately Managed Accounts (SMA). 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 also 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.

INVESTMENT PROFESSIONALS

Michael Obuchowski, Ph.D.

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 investment strategies, with GIPS performance track record starting in the second half of 2012. 

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WHY MERLIN ASSET MANAGEMENT?

2016 Best Money Managers Marketplace Powered By Lipper
2017 Best Money Managers Marketplace Powered By Lipper
2018 Best Money Managers Marketplace Powered By Lipper
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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 the best US listed growth companies. 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. Consistent with the focus on selecting the best companies, there are no sector or industry restrictions. Merlin investment strategies are benchmark agnostic and are characterized by high conviction, high active share and low annualized position turnover. Merlin Asset Management's investment strategies are frequently ranked among top performing growth equity strategies in institutional investment manager databases. 

Merlin's investment strategies are offered as Separately Managed Accounts (SMA) and are available on a sub advisory or white label basis. 

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The Merlin Large Cap Growth investment strategy's goal is to select 50 most attractive large cap growth firms regardless of industry or sector they are in. The process of selecting superior companies with a 3-5 year outlook is a comprehensive multivariate approach combining bottom-up, top-down and quantitative evaluation. Companies that pass this structured selection process are characterized by high levels of profitability and earnings growth, high quality and predictable earnings and shares that trade at a reasonable valuation relative to their expected earnings growth rates. Merlin Large Cap Growth strategy is driven by the individual stock selection and is typically over weighted towards the most attractive sectors and underweighted in (or has no exposure to) the least attractive sectors during any period of time. All holdings are initially equally weighted and are periodically rebalanced to equal weights.

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The Merlin Focused Growth investment strategy's goal is to select 25 most attractive large cap growth firms regardless of industry or sector they are in. Holdings are selected from the Merlin Large Cap Growth 50 stock portfolio using proprietary statistical analysis of multivariate historical correlation patterns. Typically, the 25 stocks with lowest historical multivariate correlations are selected for the portfolio. Companies that pass this selection process are characterized by high levels of profitability and earnings growth, high quality and predictable earnings and shares that trade at a reasonable valuation relative to their expected earnings growth rates. Merlin Focused Growth strategy is driven by the individual stock selection and is typically over weighted towards the most attractive sectors and underweighted in (or has no exposure to) the least attractive sectors during any period of time. All holdings are initially equally weighted and are periodically rebalanced to equal weights.

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The Merlin Dynamic Growth investment strategy's goal is to select 25 most attractive large cap growth firms regardless of industry or sector they are in. Holdings are selected from the Merlin Large Cap Growth 50 stock portfolio using estimates of expected PEG ratio. Typically, the 25 stocks with lowest expected PEG ratios are selected for the portfolio. Companies that pass this selection process are characterized by high levels of profitability and earnings growth, high quality and predictable earnings and shares that trade at a very attractive valuation relative to their expected earnings growth rates. Merlin Dynamic Growth strategy is driven by the individual stock selection and is typically over weighted towards the most attractive sectors and underweighted in (or has no exposure to) the least attractive sectors during any period of time. All holdings are initially equally weighted and are periodically rebalanced to equal weights.

 CONTACT US

For any inquiries, please call or email us:
our address

One Boston Place, Suite 2600

Boston, MA 02108

info@merlinam.com

Alternatively 

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

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