Specialising in... Equity Income Strategies

Merlon Capital Partners is an Australian-based boutique fund manager specialising in equity income strategies.

Merlon commenced operation in May 2010, with the objective of providing high quality, tailored investment management services to investors.

Merlon's investment approach is underpinned by fundamental research and risk management. Our team of five fundamental analysts seek out the most undervalued companies on offer amongst the ASX 200 constituents while utilising derivatives to provide downside protection on stocks with poor short-term momentum characteristics.

For more information on the Merlon Wholesale Australian Share Income Fund please refer to the fund brochure.

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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