Webinars

Our quarterly webinars deep dive into market themes and topical stocks, as well as providing updates on the performance and positioning of the Merlon Australian Share Income Fund.

Please note: webinars are intended for adviser use only. Before acting on any information, investors should seek independent financial advice and read the relevant Product Disclosure Statement, Target Market Determination or other offer document before making a decision about whether to acquire or continue to hold the Fund.

February 2023 - ESG and the investment process

October 2022 - Exploring some of Merlon’s best ideas

June 2021 - Outlook for dividends into reporting season

May 2021 - COVID - One Year On

December 2020 - Reinventing value investing

July 2020 - Outlook for long-term dividends + Outlook for oil

December 2019 - Trade war: winners, losers and…is it over?

September 2019 - Telstra Update + Quality in the Merlon Process

June 2019 - Good Companies Not Always Good Investments

March 2019: Iron Ore Supply + A Case Study in Poor Capital Allocation

December 2018: Housing Cracks Present Material Opportunities + Divestments

September 2018: Trade Wars + Some More Thoughts on Telstra

June 2018: Amazon Revisited

March 2018: Digital vs Traditional Media – A Global Trend

December 2017: Oil - The Cycle Continues

September 2017: Telstra Revisited