About

Merlin Asset Management builds concentrated, high-conviction portfolios of the world’s most innovative growth companies. Our goal is to deliver superior returns by investing in the world’s best companies. We focus on high-quality, fast-growing U.S. traded companies across our Small Cap, SMID Cap, and Large Cap Growth portfolios, targeting 10-15% annualized returns over a full economic cycle.

Our approach is different by design, born from our founder’s unique journey from clinical psychology to finance. We blend a rigorous, data-driven investment process with insights from neuroscience to mitigate the cognitive biases that often hinder performance and to identify opportunities others may miss.

The result is a suite of benchmark-agnostic, low-turnover strategies built to deliver superior, long-term returns.

High-Conviction Investing: Focused portfolios of our very best ideas.

A Process Informed by Psychology: A structured, repeatable methodology designed to promote rational decision-making.

Proven Performance: Consistently top-ranked by institutional databases.