Archive: Teleconferences

Find out in our latest teleconference with Neil Margolis and Adrian Lemme. Adrian shared his thoughts on Amazon’s entry into the Australian market – why Merlon believes it’s being overplayed and continue to see excellent value in the retail sector. Neil discussed Merlon’s unique approach to value investing and provided an update on the Australian Share Income Fund positioning and performance.

Find out in our latest teleconference with Hamish Carlisle and Adrian Lemme. Hamish discusses the Australian housing market and the investment case for Fairfax Media, and Adrian provides an update on the Merlon Australian Share Income Fund positioning and performance.

Find out in our latest teleconference with Ben Goodwin and Adrian Lemme. Ben and Adrian share their insights on the iron ore sector and Boral’s recent high priced acquisition of Headwaters Incorporated, as well as providing an update on portfolio positioning and performance.

Banks offer record dividend yields relative to the current cash rate but does this make them a good long-term investment? In our final teleconference of 2016, Neil Margolis and Adrian Lemme review the investment merits of the banking sector through the lens of Merlon’s fundamental value philosophy and high conviction non-benchmark approach.