Money Management Podcast: Lessons from growing an asset manager

This article was originally published on Money Management on 22nd February 2024.

In this episode of Relative Return, Money Mangement’s Maja Garaca Djurdjevic speaks with Andrew Fraser, principal and portfolio manager at Merlon Capital Partners, about growing an asset manager and exploiting behavioural biases.

Listen as they discuss:

  • Setting up Merlon in the wake of the GFC.
  • The challenges of running a fund manager.
  • The current state of Australian equities.
  • Exploiting behavioural biases for investment gains.
  • ASIC’s focus on ESG and greenwashing.