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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.

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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 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.