Webinars

In this webinar, the Merlon Capital team discuss how ESG issues are integrated into their investment process and provide an update on performance and portfolio positioning.

In this webinar, the Merlon Capital team will highlight a handful of their best investment ideas and why they could perform well regardless of current macro volatility.

Outlook for dividends into reporting season, Neil Margolis delves into the outlook for near-term and longer-dated dividends for several key portfolio holdings. He also provides an update on the Merlon Australian Share Income Fund and facilitate a question and answer session with attendees.

One year on from the onset of COVID-19, Neil Margolis, Joey Mui and Hamish Carlisle reflect on the impact it has had on the world and the companies that Merlon researches. They also provide insight into Merlon’s current thinking around interest rates and inflation, as well as an update on the Merlon Australian Share Income Fund.

Neil Margolis and Adrian Lemme provide an in-depth investment cases for three current stock holdings in the Merlon Australian Share Income Fund. They also highlight how Merlon’s investment process differs to “traditional” value investors and detail Merlon’s approach to corporate governance.

Ben Goodwin discussed the outlook for oil and Neil Margolis provided examples to demonstrate why the sustainable yield opportunity is as attractive as it has been in many years. He also provided an update on the positioning and performance for the Merlon Australian Share Income Fund.

Joey Mui discussed whether quality investing works and Neil Margolis provided an update on positioning and performance for the Merlon Australian Share Income Fund.

Ben Goodwin shared his outlook for iron ore and the implications for Australian mining stocks. Hamish Carlisle then shared a case study in poor capital allocation followed by an update from Adrian Lemme on positioning and performance for the Merlon Australian Share Income Fund.

Adrian Lemme shared his outlook for building material stocks in light of the housing market downturn. Hamish Carlisle then examined divestments in the Australian equity market followed by an update on the positioning of the Merlon Australian Share Income Fund.

Ben Goodwin shared his in-depth analysis of the escalating US-China trade war. Hamish Carlisle then discussed Telstra’s FY18 results followed by an update from Neil Margolis on the positioning of the Merlon Australian Share Income Fund.

Adrian Lemme shared his thoughts on Amazon’s entry into the Australian market, one year on from his initial analysis. Neil Margolis then presented an alternative approach to generating sustainable income in retirement and provided an update on the positioning of the Merlon Australian Share Income Fund.

In our March quarterly webinar, Joey Mui shares his views on digital vs traditional media and Adrian Lemme discusses the current outlook for asset prices and provides an update on the positioning of the Merlon Australian Share Income Fund.

In our December quarterly webinar, Ben Goodwin shares his views on the oil market in 2018 and Adrian Lemme provides an update on the positioning of the Merlon Australian Share Income Fund.

Hamish Carlisle shares his outlook for the telco giant, including the ongoing impact of the NBN, and Adrian Lemme provides an update on the positioning and performance of the Merlon Australian Share Income Fund.