News & Insights
The Evolution and Benefits of Equity Income Funds in Australia’s Growing Retirement Market
We discuss how equity income funds can support Australia’s retirees with stable income and capital growth, leveraging the dividend imputation system.
When Value Investing Embraces Human Behavioural Patterns
Neil Margolis delves into the intersection of human behavior, ESG considerations, and the principles of value investing in this recent INNOVATIA article.
MEDIA SUMMARY: Merlon tops Mercer’s list of Australian equity funds for FY22/23
Merlon’s Concentrated Value Fund topped Mercer’s list of Australian equity funds for the 12 months to June 30.
How the best-performing Aussie large-cap fund for FY22/23 achieved its results
The Merlon Concentrated Australian Share Fund topped the Livewire rankings for Aussie large-cap managers in FY22/23. In this Livewire interview, the Merlon team discuss their investment process and how they achieved the results they did last year.
Podcast: A belief in Active Ownership
Rebecca El-Khoury discusses Merlon’s unique approach to corporate engagement and shares an engagement case study based on their recent research on problem gambling.
ESG Integration at Merlon – Part 3: Engagement
We outline our commitment to active ownership and engagement with investee companies on key issues such as ESG considerations, with the aim of driving positive outcomes.
“Success is a culture of integrity, passion and purpose. Deep client trust. Investment outcomes
worth the trust. A business built to outlast us.”
.jpg)