Merlin Asset Management Named Top Guns Manager by Informa Investment Solutions

We are honored by the Top Guns designation for Merlin Asset Management and for the entire family of Merlin’s Large Cap Growth Equity investment strategies.

Merlin Asset Management has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. Merlin Asset Management was named a Top Gun with a star rating of 1, 2 and 3 for the Merlin Large Cap Growth Equity investment strategy and 1 & 2 star rating for the Merlin Dynamic Growth and the Merlin Focused Growth investment strategies.

“We are honored by the Top Guns designation for Merlin Asset Management and for the entire family of Merlin’s Large Cap Growth Equity investment strategies. All Merlin’s investment strategies are designed to provide consistent exposure to the best high quality large cap growth companies with a goal of outperforming large cap growth equity universe over an economic cycle. We feel that the Top Guns Manager designation validates out structured, high active share and low turnover approach to investing,” said Michael Obuchowski, Ph.D., Chief Investment Officer of Merlin Asset Management. “We believe that Merlin’s investment strategies are well positioned for the future and will continue to successfully offer true active equity management using separately managed accounts and active ETF vehicles for both individual and institutional investors.”

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.

Through a combination of Informa Investment Solutions’ proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is…

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