Merlin Asset Management Ranked among Top 5 U.S. Large Cap Growth Managers by Broadridge Best Money Managers Powered by Lipper
BOSTON (PRWEB) May 31, 2018 -- Merlin Large Cap Growth Equity (MO50) has been recognized as the 4th best performing money manager (out of 169 managers) by Broadridge Best Money Managers powered by Lipper in the U.S. Large Cap Growth category for the last 20 quarters ending 12/31/2017. Merlin’s 19.75% return surpassed the category average of 15.9575%. MO50 was also ranked #4 (out of 512 managers) in the U.S. Large Cap Equity category, #11 (out of 440 managers) in the US Growth Equity category and #15 out of 1431 managers in the U.S. Equity (All Styles) category for 20 quarters ending 12/31/2017. Broadridge Best Money Managers is a comprehensive survey of institutional money managers
“We are very pleased by Broadridge Best Money Manager’s recognition of Merlin Large Cap Growth equity investment strategy’s long-term performance in a variety of U.S. Equity categories during a difficult period for many investors. This recognition confirms our focus on investing in what we consider to be the best large companies in the world, regardless of sector or industry. These companies are leaders in their fields, enabling and powering growth of the most exciting technologies and ideas in business.” said Michael Obuchowski, Ph.D., Chief Investment Officer of Merlin Asset Management. “By offering true active equity management vehicles including SMAs and fully transparent and efficient active equity ETF, we believe that Merlin’s investment strategies will continue to offer attractive equity exposure in a variety of market and economic conditions to both individual and institutional investors.”
Merlin Asset Management investment strategies follow a structured investment process designed to minimize 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.
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: Fieldstone Merlin Dynamic Large Cap Growth ETF (NYSE: FMDG). Merlin Asset Management's investment strategies are frequently ranked among top performing large cap growth equity strategies in institutional investment manager databases.
To find out more about Merlin Asset Management, visit: http://www.merlinam.com
Broadridge Best Money Managers
Best Money Managers presents the latest quarterly performance results compiled from SMAs and Mutual Funds. Broadridge measures the top managers’ returns, net of fees, and includes investment managers nationwide that reported US Large Cap Growth Equity returns in the MarketPlace Investment Manager Database database for the entire period. Performance in over 40 investment styles ranked for the latest quarter as well as one, three, five and ten year periods.
To find out more about Broadridge Best Money Managers, visit: https://marketplace.broadridge.com/Marketplace/WBMM/Index
Bernardo Soriano, Rally Point Media Strategies, http://rallypointms.com/, 914-656-3880, [email protected]
Share this article