We discuss how equity income funds can support Australia’s retirees with stable income and capital growth, leveraging the dividend imputation system.
Neil Margolis delves into the intersection of human behavior, ESG considerations, and the principles of value investing in this recent INNOVATIA article.
Merlon’s Concentrated Value Fund topped Mercer’s list of Australian equity funds for the 12 months to June 30.
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.
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.
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.
In part 2 of this 3-part ESG series, we detail our deepened approach to ESG process integration.
ESG Manager, Rebecca El-Khoury outlines Merlon’s ESG philosophy by summarising our overarching views on ESG and what it means for the way we invest.
Watch Matthew Wilkinson, Senior Analyst from Morningstar Australasia provide an overview of the Merlon Australian Share Income Fund.
A closer look at how the Merlon Australian Share Income Fund aims to boost post-retirement income without taking on more risk.
Hamish Carlisle explores the question of why value strategies based on free-cash-flow outperform the broader market.
In the final installment of this series, Hamish Carlisle looks at behavioural biases in investor risk assessments and expectations.
