Merlon Capital Partners: Australian Equities

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.

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Approach

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

Our Funds

Merlon Australian Share Income Fund

Australian Equities

A portfolio of undervalued companies constructed without regard to index weights, aiming to deliver monthly income with downside protection.

Merlon Concentrated Australian Share Fund

Australian Equities

A concentrated portfolio of large and mid-cap Australian shares listed on the ASX.

ESG

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.

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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.

Resources

Downloads & Links

12H Report

Tax Guide

AMMA Guide

ESG

ESG Philosophy

ESG Integration

Insights

View all insights

The Evolution and Benefits of Equity Income Funds in Australia’s Growing Retirement Market

Merlon discuss how equity income funds can support Australia’s retirees with stable income and capital growth, leveraging the dividend imputation system.

The Great Reversals

Ben Goodwin explores the three key economic shifts of our era: decarbonisation, deglobalisation, and inflation. These trends disrupt established global economic patterns and have important implications for future investment strategies.

The key criteria for sustainable equity income (and Merlon’s top 3 picks)

Merlon's Andrew Fraser shares his expectations for equity markets (and dividend payouts) going forward, how to identify sustainable, long-term income, and his top conviction picks for defensive equity income in this environment.

Team

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.