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Mercer Investments LLC
Hooman Kaveh · Investment Advisor · Multi-Strategy
Mercer Investments LLC is a global leader in investment consulting and management, operating as a primary subsidiary of the professional services firm Marsh McLennan. Founded in 1945 by William M. Mercer in Canada, the firm has evolved from a benefits consultancy into one of the world's largest investment advisors. It specializes in providing outsourced chief investment officer (OCIO) services, proprietary investment research, and manager selection for a diverse range of institutional clients, including pension funds, endowments, healthcare organizations, and insurance companies. Mercer focuses on helping organizations manage complex risks and achieve long-term financial goals through sophisticated asset allocation strategies and a multi-manager investment approach.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.8% |
| YTD return | +14.0% |
| Sharpe ratio | 3.02 |
| Win rate | 50% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.mercer.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 28.0% | +31.6% |
| ASML | ASML Holding NV ADR | 11.0% | +15.1% |
| SNDK | Sandisk Corp | 7.6% | +14.2% |
| TTE | TotalEnergies SE ADR | 5.6% | +34.6% |
| UBS | UBS Group AG | 4.6% | +15.9% |
| SHEL | Shell PLC ADR | 4.4% | +10.8% |
| BCS | Barclays PLC ADR | 4.0% | +16.3% |
| SDZNY | Sandoz Group AG | 3.8% | +0.0% |
| SAP | SAP SE ADR | 3.7% | -8.7% |
| BNPQY | BNP Paribas SA ADR | 3.4% | 0.0% |
| AEM | Agnico Eagle Mines Limited | 3.3% | +6.0% |
| LYG | Lloyds Banking Group PLC ADR | 2.9% | +19.3% |
| HLN | Haleon plc | 2.8% | -13.5% |
| AZN | AstraZeneca PLC | 2.3% | -17.1% |
| PBR-A | Petróleo Brasileiro S.A. - Petrobras | 2.3% | +3.5% |
| NVS | Novartis AG ADR | 2.3% | +1.6% |
| MT | ArcelorMittal SA ADR | 2.1% | +1.2% |
| BABA | Alibaba Group Holding Ltd | 2.0% | -5.3% |
| SAN | Banco Santander SA ADR | 2.0% | -3.5% |
| VOD | Vodafone Group PLC ADR | 2.0% | +0.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | ASML | 10.9% → 11.0% |
| Sep 14, 2026 | SELL | HLN | 2.9% → 2.8% |
| Sep 14, 2026 | SELL | AEM | 3.4% → 3.3% |
| Sep 14, 2026 | SELL | LYG | 3.0% → 2.9% |
| Sep 14, 2026 | SELL | SDZNY | 4.0% → 3.8% |
Investment Style Analysis
Mercer Investments LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Oil & Gas Integrated sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Mercer Investments LLC made a significant move by increasing exposure to ASML. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Mercer's investment philosophy is built upon four primary pillars: clearly defined client objectives, robust governance, focusing on rewarded risks, and maximizing value through strategic asset allocation. They emphasize that strategic asset allocation is the primary driver of investment performance and value creation. The firm advocates for a long-term, disciplined approach, utilizing genuine diversification across asset classes and risk factors to enhance risk-adjusted returns. Mercer also integrates sustainability and ESG considerations into its research and portfolio construction, believing that addressing systemic environmental and social issues can improve long-term financial outcomes for its clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Mercer Investments LLC.
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Frequently asked questions
How is the simulated portfolio for Mercer Investments LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Mercer Investments LLC's largest holding?
As of the latest filing, Mercer Investments LLC's top position is Taiwan Semiconductor Manufacturing (TSM), representing 28.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Mercer Investments LLC's historical performance and risk profile?
Our simulation indicates a total return of +20.8% with a win rate of 50%. Notably, the portfolio maintains a Sharpe Ratio of 3.02, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Mercer Investments LLC primarily invest in?
Mercer Investments LLC has a strong preference for the Semiconductors sector, which makes up 28.0% of their disclosed assets. The portfolio also has exposure to Oil & Gas Integrated, indicating a specific thematic focus.
Is Mercer Investments LLC's portfolio concentrated or diversified?
Mercer Investments LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 46.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Mercer Investments LLC performed in 2026?
Our AI-simulated model portfolio for Mercer Investments LLC tracks a Year-to-Date (YTD) return of +14.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Hooman Kaveh manage Mercer Investments LLC directly?
Yes, Hooman Kaveh serves as the key portfolio manager for Mercer Investments LLC, overseeing the investment strategy and final capital allocation decisions.