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Quarterly Teleconference - June 2017

20 Jul 2017
How will Amazon impact the Australian retail market?

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.

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Download the accompanying slides

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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 without regard to index weights

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