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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.

August 23, 2018

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March 8, 2019

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FMDG launch coverage from

August 30, 2017

This Week's ETF Launches: Actively-Managed ETFs Reclaim Spotlight


Spinnaker Debuts with Equity and Fixed-Income Offerings


At a time when investors are pouring billions of dollars into passively-managed index funds, first-time ETF provider Spinnaker Trust enters the marketplace with two new actively-managed offerings: Fieldstone Merlin Dynamic Large Cap Growth ETF (FMDG n/a) and Fieldstone/UVA Unconstrained Medium-Term Fixed Income ETF (FFIU n/a).

The large-cap growth ETF is managed by Merlin Asset Management, which will select the 25 names that it feels present the most attractive opportunities regardless of sector or industry. The selection process takes a 3-5 year forward look and attempts to identify companies with high levels of profitability, strong and sustainable earnings growth, high-quality earnings and attractive valuations. The portfolio will be equal-weighted and charge an expense ratio of 0.80%. Currently, the fund’s largest-sector exposures include technology (38%), consumer cyclical (20%) and healthcare (17%).

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