Merlon’s Concentrated Value Fund topped Mercer’s list of Australian equity funds for the 12 months to June 30.
The Merlon Concentrated Australian Share Fund topped the Livewire rankings for Aussie large-cap managers in FY22/23. In this Livewire interview, the Merlon team discuss their investment process and how they achieved the results they did last year.
Andrew Fraser shares his expectations for equity markets (and dividend payouts) going forward, how to identify sustainable, long-term income, and his top conviction picks for defensive equity income in this environment.
We outline our commitment to active ownership and engagement with investee companies on key issues such as ESG considerations, with the aim of driving positive outcomes.
In part 2 of this 3-part ESG series, we detail our deepened approach to ESG process integration.
In the recent BHS episode, Neil Margolis and Ben McGarry analyse three low PE stocks and each name a popular stock facing headwinds.
Australia’s increasingly constrained energy future contains many risks, but with risk can come opportunity. In this paper, Ben Goodwin discusses how these risks impact energy prices and global inflation.
ESG Manager, Rebecca El-Khoury outlines Merlon’s ESG philosophy by summarising our overarching views on ESG and what it means for the way we invest.
Hamish Carlisle shares his stock pick for the year in Livewire’s 2022 Outlook Series.
What was the positive change in fundamentals over the course of 2021? In this article, Ben Goodwin analyses how oil and gas have presented.
When it comes to forecasting, is it better to be approximately right than precisely wrong? Joey Mui discusses Merlon’s approach.
In this paper, Ben Goodwin explores the current tightness across the major energy markets, the economic implications of this, and our outlook on the implications for related equities.
