About Us

Merlon Capital Partners is an Australian-based boutique fund manager established in May 2010. The business is majority owned by its principals, with strategic partner Fidante Partners providing all business and operational support. The structure allows the Merlon team to focus solely on the management of client investments.

Merlon's principals have a proven track record since 2005, working to deliver excess returns and managing risk through a combination of equity and derivative strategies.

As at 30 June 2014 Merlon was managing approximately $1.6 billion on behalf of institutional investors, charities & endowments and retail investors.

Hear more about Merlon in this short video with Lead Portfolio Manager, Neil Margolis.

What is a merlon?

A Merlon, in medieval architecture, is the solid part of a crenelated embattlement, the strongest point that protects the defenders while giving them excellent opportunities for attack. For us, it's a unique symbol of a defensive position that is also a position of strength.

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Income Fund

A portfolio of undervalued companies constructed without regard to index weights delivering monthly income with downside protection

Value Fund

A portfolio of undervalued companies constructed wihout regard to index weights

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