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Australian Equities

Merlon Capital Partners

About Merlon

Merlon Capital Partners (Merlon) is an Australian-based boutique fund manager established in May 2010 specialising in equity income strategies with the objective of providing high quality, tailored investment management services to investors.

The business is majority owned by its principals who have a proven track record since 2005. 


To build a portfolio of undervalued, high dividend yielding companies with high levels of sustainable free cashflow. They may employ strategies to reduce some risk through the use of derivatives.

Merlon makes its investment selections based on their proven investment philosophy which is built on their core pillars: 

  • A long-term perspective 

  • Independent thinking 

  • A culture of ownership


Merlon have an integrated ESG approach and believe deep consideration of governance, social as well as environmental issues – coupled with active ownership – enhances investment, business and community outcomes.

Qualitative analysis forms the backdrop to assess sustainable cash flow that drives Merlon's central case valuation.
Conviction scoring measures how Merlon's views differ from popular opinion by referencing the valuation range and other evidence.
A signatory of the United Nations backed Principles for Responsible Investment.


Merlon’s investment team has a proven track record since 2005, working to deliver excess returns and managing risk through a combination of equity and derivative strategies. To view the full team, please visit Merlon's website.

Contact Merlon

General Enquiries
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)

Financial Adviser Enquiries
1300 721 637

Institutional Investors and Asset Consultants

John Cotterill
Senior Institutional Business Development Manager
+61 2 9994 7357