- Experienced investment team that has delivered strong long-term returns in a reduced risk framework, from a disciplined investment approach.
- A well-resourced investment team that is aligned to investment performance and the client through ownership and control of the business. The investment team are heavily invested alongside clients.
- An investment philosophy aimed at delivering strong, stable income returns in a tax effective manner.
- Rigorous and transparent investment process driven by proprietary research.
- A contemporary model with powerful alignment – Fidante Partners’ specialist business management, distribution, administration and compliance services allow Merlon to focus solely on investing, and equity participation ensures strong alignment of interests
- Over 10 year equity income track record.