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?

 

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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 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, and 2019.

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

Merlin Large Cap Growth (MO50)

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 typically characterized by high levels of profitability and earnings growth, high quality and predictable earnings and shares that trade at what we believe is 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 overweighted 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. Our sell discipline mirrors the buy process. Stocks become potential sale candidates if they no longer pass the comprehensive multivariate stock selection process.

Merlin SMID Cap Growth (MSMID50)

The Merlin SMID Cap Growth investment strategy's goal is to select 50 most attractive SMID 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 typically characterized by high levels of profitability and earnings growth, high quality and predictable earnings and shares that trade at what we believe is a reasonable valuation relative to their expected earnings growth rates. Merlin SMID Cap Growth strategy is driven by the individual stock selection and is typically overweighted 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.

Merlin Large Cap Growth RP (MO50RP)

The Merlin Large Cap Growth RP 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 typically characterized by high levels of profitability and earnings growth, high quality and predictable earnings and shares that trade at what we believe is 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 overweighted 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 weighted based on Merlin's proprietary analysis of each holding's historical volatility and are periodically rebalanced to custom weights as evaluated at the time of rebalancing. In general, positions with higher volatility have lower portfolio weights that holdings with lower historical volatility. Our sell discipline mirrors the buy process. Stocks become potential sale candidates if they no longer pass the comprehensive multivariate stock selection process.

Merlin Focused Growth (MO25M)

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 a proprietary statistical analysis of multivariate historical correlation patterns. Typically, the 25 stocks with the lowest historical multivariate correlations are selected for the portfolio. Companies that pass this selection process are typically characterized by high levels of profitability and earnings growth, high quality and predictable earnings and shares that trade at what we believe is a reasonable valuation relative to their expected earnings growth rates. Merlin Focused Growth strategy is driven by the individual stock selection and is typically overweighted 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. Our sell discipline mirrors the buy process. Stocks become potential sale candidates if they no longer pass the comprehensive multivariate stock selection process. 

Merlin Dynamic Growth (MO25V)

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 primarily estimates of the expected PEG ratios. Typically, the 25 stocks with the lowest expected PEG ratios are selected for the portfolio. Companies that pass this selection process are typically characterized by high levels of profitability and earnings growth, high quality and predictable earnings and shares that trade at what we believe is 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 overweighted 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. Our sell discipline mirrors the buy process. Stocks become potential sale candidates if they no longer pass the comprehensive multivariate stock selection process.

Merlin Concentraded SMID Growth (MSMID25)

The Merlin Concentrated SMID Growth investment strategy's goal is to select 25 most attractive SMID cap growth firms regardless of industry or sector they are in. Holdings are selected from the Merlin SMID Cap Growth MSMID50 50 stock portfolio using primarily estimates of the expected PEG ratios. Typically, the 25 stocks with the lowest expected PEG ratios are selected for the portfolio. Companies that pass this selection process are typically characterized by high levels of profitability and earnings growth, high quality and predictable earnings and shares that trade at what we believe is a very attractive valuation relative to their expected earnings growth rates. Merlin Concentrated SMID Growth strategy is driven by the individual stock selection and is typically overweighted 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. Our sell discipline mirrors the buy process. Stocks become potential sale 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 investment strategies, with GIPS performance track record starting in the second half of 2012. 

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 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

Alternatively 

or you can fill in the following information to join our mailing list:

 

One Boston Place, Suite 2600, Boston, MA 02108

info@merlinam.com  |   617-366-2650

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© 2020 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.