News & Insights

ESG Integration at Merlon – Part 2: Process

In part 2 of this 3-part ESG series, we detail our deepened approach to ESG process integration.

ESG Integration at Merlon – Part 1 : Philosophy

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.

Value Investing: An Australian Perspective Part III

In the final installment of this series, Hamish Carlisle looks at behavioural biases in investor risk assessments and expectations.

Value Investing: An Australian Perspective Part II

Hamish Carlisle explores the question of why value strategies based on free-cash-flow outperform the broader market.

Value Investing: An Australian Perspective Part I

Hamish Carlisle presents a multi-decade analysis of value investing in Australia.

Definition of success

“Success is a culture of integrity, passion and purpose. Deep client trust. Investment outcomes
worth the trust. A business built to outlast us.”

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