Aaron Jacob Sallen serves as the Founder and Chief Investment Officer of Merion Road Capital Management, bringing extensive experience in principal investing, private equity, and event-driven strategies. He holds a B.A. (Cum Laude) from Dartmouth College (2006) and an M.B.A. from The University of Chicago (2012), with professional experience including roles as an analyst at Napier Park Global Capital (2012-2016) and in principal investing at Macquarie Capital. Since founding the firm in July 2016, Sallen has focused on small-cap and special situations investing, leveraging his expertise in event-driven opportunities that larger funds often overlook. He is registered with CRD# 4927878 and maintains licenses as an Investment Adviser Representative in Florida and Pennsylvania with no disciplinary disclosures. As the owner and manager of MRCM GP, LLC, Sallen actively manages the investment portfolio, dedicating approximately 100 hours per month to investment activities. Under his leadership, the Merion Road Small Cap Fund has delivered 15.1% net annualized returns since inception, outperforming major benchmarks.

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Merion Road Capital Management offers two distinct investment strategies focused on delivering attractive risk-adjusted returns. The Long Only strategy targets mid- to large-cap stocks with market capitalizations exceeding $2.0 billion, emphasizing companies with strong growth potential, high returns on invested capital, shareholder-aligned management, manageable debt levels, and clear business outlooks. This approach aims to outperform the S&P 500 over long-term horizons of 5 to 10 years rather than shorter periods. The Long Short Small-Cap strategy invests in smaller companies valued under $2.0 billion, leveraging a special situations or event-driven framework that includes merger arbitrage, pro forma entities from acquisitions or dispositions, and managerial or strategic changes. The strategy frequently overlays a special-situations / event-driven framework in analysis, including merger arbitrage and managerial / strategy change. The firm employs conservative risk management practices and emphasizes thorough fundamental analysis over information advantage, with management engagement as a critical component of the investment process.

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