Latest News

Video - Value emerging in this unloved sector

10 Oct 2017

Retail stocks have been down in the dumps in recent months as the hype around Amazon’s entry into the Australian market builds. Neil Margolis, Lead Portfolio Manager at Merlon Capital Partners, has been finding retail stocks trading at 10 to 15 times cashflow, while the broader market trades around 25 to 30 times cashflow.

Click here to watch the Livewire Exclusive video in which Neil shares three important considerations for assessing a retailer’s ability to weather the Amazon storm.

Join our newsletter

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

center