News & Insights
Podcast: A belief in Active Ownership
Rebecca El-Khoury discusses Merlon’s unique approach to corporate engagement and shares an engagement case study based on their recent research on problem gambling.
ESG Integration at Merlon – Part 3: Engagement
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.
ESG Integration at Merlon – Part 2: Process
In part 2 of this 3-part ESG series, we detail our deepened approach to ESG process integration.
ESG Integration at Merlon – Part 1 : Philosophy
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.
Value Investing: An Australian Perspective Part III
In the final installment of this series, Hamish Carlisle looks at behavioural biases in investor risk assessments and expectations.
Value Investing: An Australian Perspective Part II
Hamish Carlisle explores the question of why value strategies based on free-cash-flow outperform the broader market.
Value Investing: An Australian Perspective Part I
Hamish Carlisle presents a multi-decade analysis of value investing in Australia.
“Success is a culture of integrity, passion and purpose. Deep client trust. Investment outcomes
worth the trust. A business built to outlast us.”
.jpg)