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  • Michael Obuchowski, Ph.D.

Merlin Ranked Among Top 20 U.S. Large Cap Growth Managers by Broadridge Best Money Managers


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 annualized return of 19.47% surpassed the category average of 16.0255%. 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.


“Another Broadridge Best Money Manager’s recognition of Merlin’s Large Cap Growth equity investment strategy confirms the value of Merlin’s structured, long-term oriented investment process to our clients. Merlin’s consistent focus on high active share and low turnover investment strategies continues to successfully offer true active equity management for both individual and institutional investors,” said Michael Obuchowski, Ph.D., Chief Investment Officer of Merlin Asset Management. “We feel privileged that our consistent focus on what we believe are the best large cap growth equity companies, resulted in Merlin’s ranking among top money managers for the fourth year in a row.”


Merlin Asset Management investment strategies follow a structured investment process designed to minimize the effects of emotional and behavioral biases. Merlin’s investment process objectives include:

• Utilizing a structured, repeatable investment process combining bottom-up, top-down and quantitative evaluation with a focus on valuation relative to expected long-term growth rates.

• Seeking low portfolio turnover and a long-term time investment horizon.

• Enabling the portfolio manager to use an established, repeatable and scalable process that seeks to outperform the large cap growth equity universe over an economic cycle.


About Merlin Asset Management

Merlin Asset Management is an independent, employee-owned investment management firm. Merlin specializes in developing and managing equity investment strategies focused on investing in the best US listed large cap growth companies. Merlin Asset Management's large cap 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) and under sub-advisory contracts. Merlin Asset Management's investment strategies are frequently ranked among top performing large cap growth equity strategies in institutional investment manager databases.


To find out more about Merlin Asset Management, visit: https://www.merlinam.com


Broadridge Best Money Managers

Best Money Managers presents the latest quarterly performance results compiled from SMAs and Mutual Funds. Broadridge measures the top managers’ returns, net of fees, and includes investment managers nationwide that reported US Large Cap Growth Equity returns in the MarketPlace Investment Manager Database for the entire period. Performance in over 40 investment styles ranked for the latest quarter as well as one, three, five and ten-year periods.


To find out more about Broadridge Best Money Managers, visit: https://marketplace.broadridge.com/Marketplace/WBMM/Index

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