Merlon Capital Partners
Neil Margolis is a seasoned financial professional currently serving as a Portfolio Manager at Merlon Capital Partners since May 2010. With a focus on Australian Equities, Merlon combines fundamental value investing with risk-reducing hedging strategies, catering to a diverse clientele including superannuation funds and retail investors. Prior to this role, Margolis held the position of Portfolio Manager at Challenger Financial Services Group, where a significant achievement was the launch of the Australian Share Income Fund in 2005. Earlier experience includes working as a Senior Equity Analyst at Alliance Bernstein and Sanlam Investment Management, covering Australian banking, financial stocks, and global technology sectors. Margolis began a career in finance as a Senior Audit Manager at Ernst & Young. Educational credentials include a CFA designation obtained from the CFA Institute, a CA (SA) from the South African Institute of Chartered Accountants, and degrees from the University of Cape Town in Finance and Accounting.
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Merlon Capital Partners
Merlon Capital Partners is a boutique fund manager based in Sydney, Australia, specialising in equity income strategies. Merlon commenced operation in May 2010, with the ambition of providing high quality, tailored investment management services to investors. Prior to establishing Merlon Capital Partners, the majority of the principals worked together at Challenger for five years managing over $650 million in funds.