MERION INVESTMENT Overview

Merion Investment Management Lp is an investment advisor that manages 735.5 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 2MM in positions, representing 0% of the manager's regulatory AUM.

MERION INVESTMENT StockAlpha

-13.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MERION INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GLDD 100% Industrials 22.86% 13.88% 2 3%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

MERION INVESTMENT Founders and Key Employees

Name Title In Position Since
Samuel I. Johnson Partner, Portfolio Manager August-2009
Patrick B. Horsman Chief Operating Officer June-2009
Dana H. Stewardson Advisory Board Member October-2008
Katherine N. Brewster Chief Compliance Officer December-2012
Samuel I. Johnson Limited Partner (Merion Capital Partners Lp) October-2009
Dana H. Stewardson Limited Partner (Merion Capital Partners Lp) October-2009

MERION INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

MERION INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



Item 8.A.

Investment in the Funds involves significant risks and is suitable only for investors who can bear the economic risk of losing their entire investment and who have limited need for liquidity in their investment. There can be no assurance that any of the Funds will achieve their investment objective. Each prospective investor should carefully review the Firm’s offering documents and the agreements referred to therein prior to deciding to invest in any of the Funds.






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Item 8.B.

Investment Strategy Risks for MCCCF

Event Oriented Trading. An event-driven investment position is generally taken after a transaction is announced, at which point the security has generally risen to a significant premium over the market price that prevailed prior to the announcement. If the transaction is not subsequently consummated, the market p...
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MERION INVESTMENT Portfolio Concentration

MERION INVESTMENT Location

280 KING OF PRUSSIA ROAD
RADNOR, Pennsylvania
UNITED STATES, 19087

MERION INVESTMENT Contact Information

Phone Number: (267) 948-2500
Fax Number: (267) 948-2501
Website:

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