Joey Mui explains why quality alone does not drive good investment outcomes.
Hamish Carlisle provides an update on AMP’s proposed sale of its insurance operations and shares Merlon’s current valuation case for the company.
Joey Mui shares his views on investing in “quality” companies, whether it works through the cycle and the current valuation premium ascribed to these stocks.
In light of the recent election result, the Merlon team provide an update on franking credits and the Merlon Australian Share Income Fund.
Hamish Carlisle tells Elysse Morgan why Merlon want AMP chair David Murray out.
Ben Goodwin shares his outlook for iron ore and the implications for Australian mining stocks
We examine the shareholder value implications of CBA’s acquisition of Colonial in 2000.
Joey Mui examines the market response to the Asaleo Care divestment.
Adrian Lemme assesses the value across the building materials sector on the back of falling house prices and tightening credit
The Merlon team discuss divestments and shareholder rights in light of AMP’s recent decision to sell off its life insurance arm.
A follow-up letter to AMP Directors post the release of additional information.
A letter from Merlon Capital to the AMP Board of Directors.
