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Showing 1 - 10 of 14 results for "Merlon"

Fidante divests Merlon stake

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
Fidante Partners has offloaded its interest in Merlon Capital Partners to the latter's principals and investment team. The divestment of Fidante's minority interest took effect on July 12, with Merlon alerting investors that the multi-boutique arrangement ...

The top investment funds over the past year

ANDREW MCKEAN  |  FRIDAY, 10 MAY 2024
... the same period, the Lazard Select Australian Equity Fund topped the table with a 16.9% return. It was followed by the Merlon Concentrated Australian Share Fund (15.5%) and Lazard's Defensive Australian Equity Fund (14.3%). In the Australian equities ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON  |  MONDAY, 14 NOV 2022
... Australia Select High Dividend Yield Fund with a 3% return. This is followed by Investors Mutual Equity Income Fund (1.5%) and Merlon Wholesale Australian Share Income Fund (1.4%). Rounding out the top performing asset classes for the period were credit ...

Boutique bolsters ESG team

ELIZABETH MCARTHUR  |  TUESDAY, 7 SEP 2021
Fidante-backed boutique Australian equities manager Merlon Capital Partners has hired a new sustainability manager. Rebecca El-Khoury joins the firm from TransGrid, where she was also a sustainability manager. Earlier in her career El-Khoury worked ...

Top equities managers revealed

ALLY SELBY  |  THURSDAY, 16 JUL 2020
... quality/growth managers like ECP Asset Management and Greencape Capital continued to perform well, value managers like Merlon Capital Partners and Dimensional Fund Advisors were also within the upper quartile in the June quarter."

Aussie equities winners, losers revealed

ALLY SELBY  |  WEDNESDAY, 29 APR 2020
... Ord, Bennelong ex-20 Australian Equities, Ironbark Karara Australian Share, Ironbark Karara Australian Small Companies, Merlon WS Australian Share Income, Milton Corporation MLT, Mirrabooka MIR, Spheria Australian Smaller Companies, The Montgomery Fund ...

AMP Life appoints temporary investment chief

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... approvals. AMP said its goal was to simplify its portfolio and free up capital. In the days following the announcement, Merlon Capital Partners' Hamish Carlisle and Neil Margolis called AMP's sale of wealth protection and mature businesses "under-priced ...

Colonial acquisition cost CBA shareholders $53bn: Merlon

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... Colonial under then chief executive David Murray destroyed $53 billion of value to shareholders in today's dollars, says Merlon Capital Partners. Analyst Hamish Carlisle says CBA overpaid for Colonial in 2000, and after the acquisition increased ...

Fidante Partners continues expansion with new hire

BEN COLLINS  |  THURSDAY, 24 MAY 2012
... umbrella are Australian equity investors. These include Kinetic Investment Partners, Greencape Capital, WaveStone Capital, Merlon, Alphinity and NovaPort Capital. Fidante's most recently acquisition was MIR, a wholesale funds manager funds specializing ...

Merlon fund switches to monthly distributions

BEN COLLINS  |  MONDAY, 7 MAY 2012
The Merlon Wholesale Australian Share Income Fund will pay investors on a monthly basis in the future, with the aim of better aligning the fund with the income needs of post-retirement investors. The monthly distributions will be effective from July ...
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