Business Details
High-Conviction Growth Investment Strategies
At Merlin Asset Management, we specialize in crafting concentrated, high-conviction portfolios of the world's most innovative growth companies. Our unique approach merges rigorous data-driven analysis with insights from neuroscience to mitigate cognitive biases and identify overlooked opportunities. Founded by professionals with a distinctive transition from clinical psychology to finance, our methodology prioritizes rational decision-making and long-term value creation. We offer benchmark-agnostic strategies across large-cap, SMID-cap, and small-cap growth equities, designed to deliver superior returns through low-turnover, focused investing.Our inspiration stems from the tenacity of the Merlin falcon, symbolizing our commitment to capitalizing on market opportunities with precision and agility. With offices in Boston, Newport, and New York, we serve clients seeking differentiated investment solutions grounded in proven performance and institutional recognition.
Services
Focused Growth Strategy
SMID Cap Growth Strategy
Small Cap Growth Strategy
Highlights and features
- We combine neuroscience with financial analysis to reduce cognitive biases.
- Our portfolios focus on 25 high-conviction growth stocks per strategy.
- Benchmark-agnostic approach avoids industry and sector constraints.
- Proven track record recognized by institutional databases.
- Low-turnover strategies prioritize long-term value creation.
Services
Focused Growth Strategy
Our Focused Growth Strategy targets 25 high-conviction large-cap growth stocks across attractive industries. By eliminating benchmark constraints, we identify undervalued innovators with scalable business models. This approach delivers concentrated exposure to market leaders poised for sustained expansion.
SMID Cap Growth Strategy
The SMID Cap Growth Strategy focuses on 25 high-potential mid-sized companies with disruptive technologies or market advantages. Our neuroscience-informed analysis uncovers overlooked SMID-cap opportunities, creating portfolios that balance growth potential with risk management through concentrated, active positions.
Small Cap Growth Strategy
Our Small Cap Growth Strategy identifies 25 high-conviction small-cap companies with transformative products or services. Through behavioral bias mitigation techniques, we target early-stage innovators across sectors, constructing concentrated portfolios designed to capture significant growth as these companies scale.
Questions
What makes Merlin's investment approach unique?
We combine data-driven financial analysis with neuroscience insights to systematically identify growth opportunities while mitigating cognitive biases that often distort investment decisions.
What types of growth companies do you target?
We focus on high-conviction growth companies across market caps, prioritizing innovative businesses with scalable models and competitive advantages in dynamic industries.
How do your concentrated portfolios work?
Each strategy maintains 25 carefully selected positions, allowing deep research focus while maintaining diversified exposure across sectors and geographies.
Are your strategies benchmark-agnostic?
Yes, we avoid benchmark constraints to maintain pure growth exposure, enabling us to capitalize on opportunities without industry or sector limitations.
What performance metrics do you track?
We measure success through long-term absolute returns, risk-adjusted performance, and institutional database rankings rather than relative benchmark comparisons.
