Investment Team

Neil Margolis founded Merlon Capital Partners in May 2010. Prior to Merlon, Neil was Portfolio Manager of Challenger Limited’s Australian Share Income Fund, having established the strategy in 2005. Neil joined Challenger in 2004 as a Senior Industrials Analyst from Alliance Capital Management where he held the position of Senior Equities Analyst. Neil was with Alliance for three years, and prior to that worked for JP Morgan Investment Bank.

Neil holds a B.BusSc (Hons), CA from the University of Cape Town and CFA.

Hamish joined Merlon Capital Partners as a Principal in July 2010. Hamish was previously Head of Research, Asia Pacific Equities at AMP Capital Investors. Prior to AMP, Hamish was a Senior Director and Head of Australian Banks Research at Merrill Lynch Equities. He has also held positions at Burdett, Buckeridge, Young and National Australia Bank. Hamish holds a MBA with honours from The Wharton School, University of Pennsylvania.

Hamish holds a B.Comm (Hons) from the University of Melbourne and an MBA (Hons) from the Wharton School, the University of Pennsylvania.

Rebecca joined Merlon Capital Partners as an ESG and Sustainability Manager in September 2021. Prior to joining Merlon, Rebecca was a Sustainability Manager within the Corporate Strategy and Sustainability team at TransGrid. Rebecca also held roles at Deloitte Access Economics and the Reserve Bank of Australia.

Rebecca holds a B. Applied Finance / B. Economics and is a Macquarie University Merit Scholar.

Joey Mui joined Merlon Capital Partners as an Analyst/Portfolio Manager in April 2016. Prior to Merlon, Joey was a Portfolio Analyst for AMP Capital Multi-Strategy equity funds responsible for investments in the real estate sector in Australian and Asian equities. He also completed internships in the Equity Research teams at JP Morgan and Nomura.

Joey holds a B.Comm (Distinction) from the University of NSW and is CFA charterholder.

Andrew joined Merlon Capital Partners as a Principal/Co-Portfolio Manager upon its establishment in May 2010 and holds the role of Risk Management / Trade Execution. Prior to joining Merlon, Andrew was the Senior Dealer for Challenger Limited’s Australian equities team. Andrew originally joined Challenger in the middle office, responsible for unit pricing and accounting, before moving into the equities team in 2002 as a dealer.

Andrew holds a B.Comm.

Kirit joined Merlon as an Analyst/Portfolio Manager in February 2025. Kirit was previously a Portfolio Manager and Senior Investment Analyst at Platinum Asset Management covering global energy, resources and industrial sectors initially before moving to the Asia team. Prior to Platinum, Kirit was an analyst at Macquarie covering the energy sector. Kirit also spent two years at AMP Capital Investors across various listed equity and fixed income investment teams.

Kirit holds a B. Comm (Distinction) / B. Eng (Honours) from the University of Melbourne.

Jack joined Merlon Capital Partners as Client Relationship Manager in February 2026, bringing experience from an Institutional Sales role at Interactive Brokers and Bloomberg. Jack oversees Merlon's distribution activities and manages key investor relationships.

Jack holds a B.Bus from the University of Technology Sydney.