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Cfs Fc-merlon Aust Share Income (LP65109283)
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20/11 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 159.36M
Type:
Fund
Market:
Australia
Issuer:
Commonwealth/Colonial Group
ISIN:
AU60FSF07093
Asset Class:
Equity
CFS FC-Merlon W Aus Share Income
0.868
-0.005
-0.62%
- Overview
- Profile
- Historical Data
- Holdings
LP65109283 Overview
On this page you'll find an in-depth profile of Cfs Fc-merlon Aust Share Income. Learn about the key management, total assets, investment strategy and contact information of LP65109283 among other information.
Investment Strategy
Merlon’s investment approach is to construct a portfolio of undervalued companies, based on sustainable free cash flow, in broadly equal weights whilst using options to overlay downside protection on holdings with poor short-term momentum characteristics. An outcome of the investment style is a higher level of tax-effective income along with the potential for capital growth over the medium-term.
Contact Information
Address
South Buidling 11 Harbour St Sydney
Sydney,NSW 2001
Australia
Sydney,NSW 2001
Australia
Phone
13 13 36
Fax
+61 02 9303 3200
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Neil Margolis | - | 2018 | Now |
| Biography | "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 and CFA." | ||
| Joey Mui | - | 2016 | Now |
| Biography | "Joey Mui joined Merlon Capital Partners as an Portfolio Manager/Analyst 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) and CFA." | ||
| Hamish Carlisle | - | 2010 | Now |
| Biography | "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) and an MBA (Hons)." | ||
| Ben Goodwin | - | 2010 | Now |
| Biography | "Ben joined Merlon Capital Partners as a Principal upon its inception in May 2010. Prior to joining Merlon, Ben was Head of Research and Information at Challenger Limited, managing the risk and quantitative research processes across all portfolios, as well as conducting tailored fundamental research, macro and commodity based research. Ben has held similar roles at First State Investments (UK), Colonial First State (Australia), and BT Funds Management. Ben holds a B.Ec (Hons)." | ||
| Andrew Fraser | - | 2010 | Now |
| Biography | "Andrew joined Merlon Capital Partners as a Principal 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." | ||
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