Below please find Merlin Asset Management's year-end performance with factsheets for each of the investment strategies as of December 31, 2017.
Merlin Large Cap Growth GROSS: 34.04% NET: 33.11%
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. Keep Reading
Merlin Dynamic Growth GROSS: 35.72% NET: 34.26%
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. Keep Reading
Merlin Focused Growth GROSS: 34.80% NET: 33.46%
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. Keep Reading
2017 Equity benchmark returns:
Russell 1000 Growth Total Return: 30.19%
S&P500 Total Return: 21.80%
*Please see important disclosures below
Merlin Asset Management (MAM) develops and manages modern investment strategies. We specialize in 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 as an active Exchange Traded Fund (ETF). Merlin Asset Management's investment strategies are frequently ranked among top performing large cap growth equity strategies in institutional investment manager databases.
If you have any questions or would like to access any of Merlin Asset Management's investment strategies, please contact us at firstname.lastname@example.org or +1 617 366-2650.
Important Disclosure Information
Returns represent past performance and do not guarantee future results. Investors should carefully consider all risks, fees, and objectives before investing. GROSS Performance includes the deduction of trading expenses and is represented prior to the deduction of management fees. NET Performance includes the deduction of trading expenses and management fees. The benchmark is the Russell 1000 Growth Index. The Russell 1000 Growth Index is an unmanaged index that follows the large-cap growth segment of the U.S. equity universe and is constructed to provide a comprehensive and unbiased barometer of the large-cap growth market. It includes those Russell 1000 companies with higher price-to-book ratios and higher forecasted growth values. The S&P 500 Index is a market cap weighted index of 500 widely held stocks and is often used as a proxy for the overall U.S. equity market. This information is presented as supplemental to the GIPS Performance Disclosure.