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Neil Margolis

Neil Margolis

Lead Portfolio Manager • Merlon Capital

Neil 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 … More
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Contributor Since July 2020
Invest with Merlon Capital
Managed Fund
Merlon Concentrated Australian Share Fund
Merlon Capital
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Managed Fund
Merlon Australian Share Income Fund
Merlon Capital
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About Neil
Bio

Neil 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.

Expertise
Company

Merlon Capital

Position

Lead Portfolio Manager

Joined

April 2010 (15+ years)

Experience

28 years+ experience

Investment Philosophy
  • We believe people are motivated by short-term outcomes, overemphasise recent information and are uncomfortable having unpopular views.
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Neil Margolis