San Jose, California (PRWEB) November 30, 2015
Merlin Large Cap Growth Equity MO50 strategy has been named a Bull & Bear Master from PSN Top Guns in the Large Growth and US Growth universes. This award was given to the top ten performing firms in their peer group for the top ten ratios of Upside Capture Ratio over Downside Capture Ratio.
"We are thrilled about being recognized as a Bull & Bear Master. The Merlin Large Cap Growth Equity MO50 Strategy has provided our clients with consistent returns in both stable and volatile market environments," said Jeff Pietsch, President of CONCERT Wealth Management. “Merlin Growth Equity strategies are our solution for investors seeking capital appreciation by investing in large, high quality and reasonably priced companies that are expected to uniquely benefit from anticipated global economic activity during the next 3-5 years.”
PSN, produced by Informa Investment Solutions, is one of the leading investment manager search and evaluation databases to be offered industry wide. PSN tracks more than 2,000 money management firms and over 20,000 investment products. For more information regarding Top Guns List, you can visit http://www.informais.com
About Merlin Asset Management
Merlin Asset Management was founded in 2012 by Michael Obuchowski, Ph.D. to develop and manage innovative investment strategies, with a primary focus on US listed large capitalization companies. Merlin Asset Management is part of Concert Wealth Management’s ensemble of investment Advisors offering a variety of investment strategies to individual and institutional clients. Merlin Asset Management is supported by CONCERT Wealth Management’s http://www.concertwm.com comprehensive suite of administrative, technology and compliance services, enabling Merlin’s professionals to focus on managing investment strategies and serving their clients.
CONCERT Global http://www.concertglobal.com is an Advisor Technology and back office services company providing a comprehensive suite of services to independent Advisors (IARs), Registered Investment Advisors (RIAs) and Broker/Dealers (B/Ds). Our fully integrated platform of technology solutions, technology services and administrative support offers increased efficiency and scale allowing our Advisors to focus on clients instead of the back office. CONCERT Wealth Management, Inc., its registered investment advisor affiliate, provides additional efficiencies to advisors throughout the country by leveraging strong industry relationships, back office and compliance services. CONCERT Capital Management http://www.concertglobal.com/capital-management provides investing solutions to help Advisors better serve their existing clients while cultivating practice growth.
Past Performance is no guarantee of future results. Results for the Merlin Large Cap Growth Equity MO50 Strategy reflect the reinvestment of dividends and other earnings. Individual results may differ. The results submitted to PSN portray the performance history for a separate accounts composite gross of fees and do not include the deduction of investment advisory fees. An investor's actual return will be reduced by the advisory fees and any other expense which may be incurred in the management of an investment advisory account.
PSN and Informa Investment Solutions evaluate investments managers' performance on an objective basis and have no affiliation with CONCERT Global, CONCERT Wealth Management, CONCERT Capital Management or Merlin Asset Management. Products included in the Bull & Bear Master ranking must have returns greater than the style benchmark and an R-Squared of .80 or greater relative to the style benchmark for the latest three-year period ending June 30, 2015 and have an Upside Market Capture over 100 and a Downside Market Capture less than 100 relative to the style benchmark. Only the top ten Ratios between Upside Market Capture Ratio and Downside Market Capture Ratio are ranked.