Investment Philosophy

Focused Portfolio Construction

We believe diversification beyond a certain point ensures mediocrity. So we limit portfolios to our very best ideas, and companies we know extremely well. This focused construction ensures that each investment has a meaningful impact on our results as the market recognizes value.

Flexibility

We consider investments across a company’s capital structure, as well as a variety of market capitalizations, industries and geographies. This enhances the likelihood that we will deliver an equity-like return with less risk over the long-term.

Alignment of Interest

We invest our money alongside our clients, and this alignment of interest reinforces our position as stewards.

Multiple Perspectives

Merrion’s Advisory Board members are an invaluable resource in idea generation and evaluation. In addition, we value our clients input and many are active participants in the exchange of ideas.