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Showing 1 - 10 of 14 results for "Merlon Capital Partners"

Prime Super awards mandate to boutique manager

ELIZA BAVIN  |  FRIDAY, 24 APR 2026
... has expanded its roster of domestic investment managers, awarding a new Australian equities mandate to Merlon Capital Partners. The $8 billion fund will utilise Merlon's Concentrated Australian Share strategy, which focuses on high conviction, long-term ...

Fidante loses $11.4bn in insto money

KARREN VERGARA  |  TUESDAY, 19 AUG 2025
... net outflows come from institutional investors. Net outflows also include $0.8 billion of FUM related to Merlon Capital Partners, which Fidante divested last year. Challenger declined to comment on who the institutional investors were but confirmed that ...

Challenger posts mixed Q3 FY25 result

MATTHEW WAI  |  THURSDAY, 17 APR 2025
... distributions of $0.3 billion, it said. Net outflows included the derecognition of $0.8 billion of FUM from Merlon Capital Partners, following Challenger's subsidiary Fidante offloaded its interest in the firm last year. Meanwhile, its assets under management ...

Platinum staffers join Merlon Capital

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
Merlon Capital Partners has hired two investment specialists from Platinum Asset Management and invited former AMP chief Andrew Mohl to join a new advisory board. Julian McCormack and Kirit Hira have joined the investment team as portfolio managers. ...

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 ...

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
... 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."

AMP Life appoints temporary investment chief

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... 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 and value destroying". ...

Colonial acquisition cost CBA shareholders $53bn: Merlon

KANIKA SOOD  |  TUESDAY, 9 APR 2019
... 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 its expenses, failed ...

Merlon fund switches to monthly distributions

BEN COLLINS  |  MONDAY, 7 MAY 2012
... distributions will be effective from July 2012 and it's a change that's been in the pipeline for some time said Merlon Capital Partners chief executive officer, Neil Margolis. "Most managers seek to maximise total returns from equities with less regard ...
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