News & Insights
Tracking error is not risk
Tracking error and volatility are often read as the same thing. They are not, and confusing them can mean paying active fees for index risk. A short lesson on telling them apart, what the fees are buying, and how to check a fund.
From one spreadsheet to a working system: the early days of AI at Merlon
In July, one of our portfolio managers asked how to get our attribution out of Excel. Two months later, AI supports our research, reporting and company engagement. It is early days, but here is what we have learned, and why we think it matters.
Merlon steps out front and centre post-Fidante buyout
Fresh off a company rebrand and exiting Fidante ownership, Merlon chief executive Neil Margolis says the firm’s independence has put the management in control of its own destiny.
How a $1b fund turned a three-page letter into an investment edge
If you’re running a large listed Australian company and a letter from Merlon Capital Partners arrives in the mail, chances are you’re not in a great place.
The Evolution and Benefits of Equity Income Funds in Australia’s Growing Retirement Market
We discuss how equity income funds can support Australia’s retirees with stable income and capital growth, leveraging the dividend imputation system.
When Value Investing Embraces Human Behavioural Patterns
Neil Margolis delves into the intersection of human behavior, ESG considerations, and the principles of value investing in this recent INNOVATIA article.
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