Merlin Asset Management Named Top Guns Manager by Informa Investment Solutions

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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.

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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 a highly regarded quarterly ranking and is widely used by institutional asset managers and investors. Informa Investment Solutions is part of Informa Financial Intelligence, a leading provider of critical decision-making solutions and custom services to financial institutions.

Top Guns firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.

1-Star Category: Products with this rating performed among the top ten within their respective universes, based on quarterly returns.

2-Star Category: These products were top ten performers within their respective universes, based on returns for the one-year period.

3-Star Category: These products rank among the top ten performers within their respective universes, based on returns for the three-year period.

“PSN Top Guns, which ranks products in six categories in over 50 universes, is a go-to resource for institutional asset managers and investors in their decision-making process,” said Ryan Nauman, VP, product and market strategist at Informa Financial Intelligence. “Congratulations to Merlin Asset Management on being named a PSN Top Gun. This highly respected ranking spotlights the performance of leading investment managers each quarter.”

The complete list of PSN Top Guns and an overview of the methodology can be located on http://www.informais.com/resources/psn-top-guns.

For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Ruth Calderon at ruth.calderon@informais.com.

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 as an active Exchange Traded Fund (ETF) – Fieldstone Merlin Dynamic Large Cap Growth ETF (NYSE: FMDG).

To find out more about Merlin Asset Management, visit: https://www.merlinam.com/, https://www.merlinetf.com/ and follow https://twitter.com/MerlinAMgmt

About Informa Investment Solutions

A market leader in intelligence and software solutions for investment professionals and financial institutions of all sizes, Informa Investment Solutions offers a robust set of analytics and tools to help you grow and retain your business. With a nearly 40-year history, Informa Investment Solutions, part of Informa Financial Intelligence, has set the standard for providing turnkey and customizable applications for performing manager searches, building wealth plans, and producing client reports and investment marketing materials for companies worldwide.

For more information, please visit http://www.informais.com/ and follow https://twitter.com/InformaInvest.

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Bernardo Soriano
@MerlinAMgmt
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