News and Media

We’ve all felt the sting of inflation the past couple of years. In this article from The Australian, Andrew Fraser discusses ‘Income - with a difference’.

Meet the Manager profile with portfolio manager and principal Andrew Fraser.

Merlon Capital Partners, which holds around 1 per cent of CSR, said the proposal to acquire CSR was likely to be successful at the current price.

Andrew Fraser remains bullish on BHP and Fortescue Metals, attributing iron ore's robust prices as key drivers for their dividends, while downplaying the impact of BHP's nickel division closure on overall performance.

Merlon’s Concentrated Value Fund topped Mercer’s list of Australian equity funds for the 12 months to June 30.

Timely bets on AGL, New Hope, Whitehaven and Qantas rocketed Merlon’s value fund to the top of the Mercer investment survey for the 2023 financial year, outperforming the sharemarket by 11.7 per cent.

We are delighted the Merlon Concentrated Australian Share Fund has ranked first in Livewire Markets' wrap-up of top-performing Aussie equity funds for FY22/23 (large to mid-cap category).

Aussie shares are still the place to be according to Andrew Fraser.

Ben Goodwin joins Livewire's economic series Signal or Noise, where he conducts a deep dive into the global commodities market and the structural factors affecting it.

The path to AGL Energy doing a share buyback is not so improbable if Merlon’s Neil Margolis is right about the future of its $20 billion transformation.

Merlon breaks the top 3 in Mercer’s top investment manager performance tables for 2022.

Merlon Capital Partners, is pushing for AMP to increase its capital return

Livewire Markets has released the results of their 2022 Fundie Favourites. Congratulations to Merlon's Hamish Carlisle, who had the No.1 stock pick.

Rebecca El-Khoury and Neil Margolis spoke with the AFR about the inherent problems with virtual AGMs.

Ben Goodwin explains how the global energy crisis that started in Europe exploded into a bigger problem.

Merlon hires sustainability manager

The Merlon Australian Share Income Fund has received a "Highly Recommended" rating upgrade from Zenith Investment Partners.

Neil Margolis discusses the consensus yield for the year ahead and the composition of iron ore and bank stocks.

Ben Goodwin sits down with Ausbiz to discuss how tight the oil market is and the volatility ahead.

Ben Goodwin is here to tell you, just don't count the US rigs ahead of the next OPEC+ get together

Neil Margolis outlines his views on payout ratios and explains the variance between companies and sectors.

Neil Margolis explains how he dissects companies before selecting them for their income funds or client portfolios.

Hamish Carlisle discusses the sale of amaysim to Optus.

Financial advisers and investors should look at sustainable dividends rather than the very next dividend when managing risks while generating equity income, Neil Margolis discusses at the Morningstar Investment Conference.

Hamish Carlisle calls for clarity on the future of AMP Capital before the end of the year.

Neil Margolis discusses what investors should be thinking about when it comes to building a sustainable portfolio of dividend stocks.

Neil Margolis discusses six income candidates and whether they can be trusted for sustainable dividends.

Directorial independence has turned to arrogance. Boards are not listening to messages from shareholders that they need to hear.

Neil Margolis discusses why bank shares are undervalued and a better bet for total returns than Telstra, especially if the coronavirus recession extends no longer than six months.

Merlon discuss Telstra's increasing financial complexity and why that could be suggestive of a business with weakening earnings quality.

Hamish Carlisle weighs in on AMP's recently unveiled three-year turnaround plan.

Investors, including Hamish Carlisle, have expressed scepticism at AMP chief executive Francesco De Ferrari’s last-ditch attempt to save Australia’s oldest wealth management company.

Hamish Carlisle weighs in on AMP's attempt to sell its life insurance business.

Hamish Carlisle calls on AMP to listen to its stakeholders before embarking on another deal.

Merlon highlight the potential value of AMP's life insurance business and call on AMP to seek shareholder approval before embarking on another deal.

With the sale of AMP's life insurance business "unlikely to proceed", Merlon would welcome an end to the deal.

Joey Mui shares his insights on investing in 'quality' companies, whether it works through the cycle and the current valuation premium ascribed to these stocks.

Ben Goodwin shares his insights into the demand outlook for iron ore.

Merlon calls on other AMP shareholders to vote against chair David Murray's election at next month's AGM.

Merlon calls for investors to have greater say in large transactions, claiming CBA wasted over $50bn in shareholder capital acquiring Colonial.

Merlon, which owns 4% of Asaleo care, has backed the sale of it's tissue business to Solaris Paper.

Summary of Merlon's press coverage re: AMP insurance arm sale.

At the Investment Magazine Equities Summit in Melbourne, Neil Margolis discussed the relationship between style, process and product.

Neil Margolis discusses Woolworths as an stock that passes Merlon's test of income dividend sustainability.

With Telstra shares down 34% over the last 12 months, Neil Margolis discusses Merlon's view of the company.

Despite a successful Amazon Prime Day in Australia, the company's domestic site still has a long way to go to approach the range of its US counterpart, according to Merlon's Adrian Lemme.

Neil Margolis discusses what he looks for when assessing the sustainability of a dividend.

Ben Goodwin shares his insights into the recent performance drivers for commodities and energy, and discusses why investors should approach the sector with caution.

Neil Margolis joined Tom Piotrowski to discuss the Merlon Australian Share Income Fund, investment philosophy and market views.

In this video, Neil Margolis shares three important considerations for assessing a retailer's ability to weather the Amazon storm.

In recent years, the long-term trend for 'value' portfolio to outperform 'growth' portfolios seems to have disappeared. Neil Margolis discusses why in this video.

Neil Margolis explains how Merlon identify our best ideas and why we think the market is ignoring an important revenue stream.

Neil Margolis doesn't see value in "safe sector" companies, and discusses two sectors in particular that appear drastically overvalued.