An employee-owned Australian boutique, established in May 2010, managing two distinct equity strategies for advisers and long-term investors.
Merlon's investment team has applied the same philosophy since 2005, with more than 20 years of average industry experience.
Independent of the investment team, the Advisory Board reviews and advises on Merlon's formal engagements with the boards of the companies it owns.
We believe people are motivated by short-term outcomes, overemphasise recent information and are uncomfortable having unpopular views.
Deep consideration of governance, social and environmental issues - coupled with active ownership - enhances investment, business and community outcomes.
At Merlon we focus on assessing the sustainability of a company's free cash flow because we believe that is the basis on which companies should be valued.
At Merlon we are committed to ESG integration and active ownership, including formal engagement with our portfolio companies.
Two distinct equity strategies. One disciplined investment philosophy.
A high-conviction portfolio of undervalued Australian companies, built without reference to index weights.
A high-conviction portfolio engineered for sustainable monthly income, with built-in downside protection.