Neil Margolis

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.